|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.8B
|
+$108M
|
+9,499,836
|
+4%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$988M
|
+$968M
|
+85,173,174
|
+441,678%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$396M
|
+$19.4M
|
+1,705,884
|
+5%
|
|
|
4
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$252M
|
-$2.65M
|
-232,938
|
-1%
|
|
|
5
|
|
$178M
|
-$440K
|
-38,736
|
-0.3%
|
|
|
6
|
|
$169M
|
-$16.2M
|
-1,426,590
|
-9%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$169M
|
+$2.93M
|
+257,724
|
+2%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$147M
|
+$8.51M
|
+748,716
|
+6%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$126M
|
-$945K
|
-83,118
|
-0.8%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$90.8M
|
+$4.53M
|
+398,670
|
+5%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$85.9M
|
+$11.2M
|
+982,314
|
+15%
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$79.3M
|
-$192K
|
-16,896
|
-0.2%
|
|
|
13
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$71.6M
|
+$3.43M
|
+301,620
|
+5%
|
|
|
14
|
Evermay Wealth Management
Arlington,
Virginia
|
$66.7M
|
-$373K
|
-32,778
|
-0.6%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$58.8M
|
+$1.82M
|
+159,906
|
+3%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$51M
|
+$2.65M
|
+233,124
|
+6%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$49.2M
|
-$41.6K
|
-3,660
|
-0.1%
|
|
|
18
|
Financial Management Professionals
Austin,
Texas
|
$47.1M
|
+$712K
|
+62,640
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.4M
|
+$43.5M
|
+3,826,470
|
New
|
|
|
20
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$42.6M
|
-$1.67M
|
-146,958
|
-4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42M
|
+$2.3M
|
+202,050
|
+6%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$40.9M
|
+$38.5M
|
+3,385,176
|
+2,412%
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$40.3M
|
-$233K
|
-20,490
|
-0.6%
|
|
|
24
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$39.3M
|
+$1.08M
|
+95,016
|
+3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$38.6M
|
+$18M
|
+1,580,268
|
+90%
|
|
