|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.16B
|
-$265M
|
-24,673,938
|
-10%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$884M
|
+$39.8M
|
+3,704,196
|
+4%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$416M
|
+$81.3M
|
+7,573,836
|
+22%
|
|
|
4
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$219M
|
+$2.23M
|
+207,726
|
+1%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$149M
|
+$24M
|
+2,233,092
|
+18%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$146M
|
+$40.2M
|
+3,744,390
|
+34%
|
|
|
7
|
|
$134M
|
-$11.5M
|
-1,072,134
|
-7%
|
|
|
8
|
|
$122M
|
-$33M
|
-3,071,520
|
-20%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$120M
|
-$26.5M
|
-2,466,240
|
-17%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$88.9M
|
+$78.9M
|
+7,350,276
|
+463%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$85.8M
|
+$8.53M
|
+794,592
|
+10%
|
|
|
12
|
Campbell Wealth Management
Alexandria,
Virginia
|
$77.5M
|
+$83.6M
|
+7,793,226
|
New
|
|
|
13
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$68.5M
|
+$67.1M
|
+6,255,186
|
+989%
|
|
|
14
|
Financial Management Professionals
Austin,
Texas
|
$68.5M
|
+$30.3M
|
+2,822,682
|
+70%
|
|
|
15
|
Evermay Wealth Management
Arlington,
Virginia
|
$62M
|
+$5.14M
|
+478,614
|
+8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$56.6M
|
+$54.5M
|
+5,078,670
|
+837%
|
|
|
17
|
SFMG Wealth Advisors
Plano,
Texas
|
$54.2M
|
-$20.2M
|
-1,878,120
|
-26%
|
|
|
18
|
Apriem Advisors
Irvine,
California
|
$51.4M
|
-$24.1M
|
-2,242,278
|
-30%
|
|
|
19
|
SVA Wealth Management
Madison,
Wisconsin
|
$50.9M
|
+$7.68M
|
+715,392
|
+16%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$49.4M
|
+$382K
|
+35,634
|
+0.8%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$48.7M
|
-$1.91M
|
-177,972
|
-4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$47.6M
|
+$15.6M
|
+1,455,462
|
+44%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$43.4M
|
+$36.6M
|
+3,413,904
|
+351%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.4M
|
+$5.72M
|
+533,382
|
+14%
|
|
|
25
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$39M
|
+$2.06M
|
+191,964
|
+5%
|
|
