|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.51B
|
+$141M
|
+13,038,942
|
+6%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$352M
|
+$39.5M
|
+3,658,968
|
+13%
|
|
|
3
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$238M
|
-$633K
|
-58,680
|
-0.3%
|
|
|
4
|
|
$173M
|
-$5.78M
|
-536,142
|
-3%
|
|
|
5
|
|
$167M
|
+$5.08M
|
+470,766
|
+3%
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$155M
|
+$4.75M
|
+440,508
|
+3%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$130M
|
+$1.1M
|
+101,928
|
+0.9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$119M
|
-$27.4M
|
-2,543,736
|
-19%
|
|
|
9
|
AJ Wealth Strategies
New York
|
$80.5M
|
+$7.57M
|
+702,414
|
+10%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$79.5M
|
-$561K
|
-52,056
|
-0.7%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$69.6M
|
+$2.94M
|
+272,514
|
+4%
|
|
|
12
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$63.6M
|
+$591K
|
+54,792
|
+0.9%
|
|
|
13
|
Evermay Wealth Management
Arlington,
Virginia
|
$62.6M
|
-$647K
|
-60,024
|
-1%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$53.2M
|
-$199K
|
-18,486
|
-0.4%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$51.5M
|
+$2.15M
|
+198,930
|
+4%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$45.1M
|
+$7.28M
|
+674,844
|
+19%
|
|
|
17
|
Financial Management Professionals
Austin,
Texas
|
$43.3M
|
-$37.2M
|
-3,448,926
|
-46%
|
|
|
18
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$41.4M
|
+$2.53M
|
+234,600
|
+7%
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$37.8M
|
+$2.32M
|
+214,998
|
+7%
|
|
|
20
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$37.1M
|
+$6.41M
|
+594,846
|
+21%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37M
|
+$13.1M
|
+1,217,628
|
+55%
|
|
|
22
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$33.2M
|
+$842K
|
+78,114
|
+3%
|
|
|
23
|
Planning Alternatives
Birmingham,
Michigan
|
$32.6M
|
-$56.2K
|
-5,214
|
-0.2%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$30.7M
|
+$436K
|
+40,434
|
+1%
|
|
|
25
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$30.4M
|
+$1.82M
|
+168,648
|
+6%
|
|
