|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.58B
|
+$131M
|
+12,101,718
|
+6%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$892M
|
-$105M
|
-9,701,604
|
-11%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$522M
|
+$49.5M
|
+4,570,080
|
+11%
|
|
|
4
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$255M
|
+$6.62M
|
+610,716
|
+3%
|
|
|
5
|
|
$188M
|
+$34.6M
|
+3,195,762
|
+24%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$175M
|
+$9.72M
|
+896,934
|
+6%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$139M
|
+$2.96M
|
+272,940
|
+2%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$133M
|
-$33.9M
|
-3,128,274
|
-21%
|
|
|
9
|
|
$128M
|
-$10M
|
-926,052
|
-8%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$110M
|
+$8.96M
|
+827,202
|
+9%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$99.6M
|
+$2.33M
|
+215,424
|
+2%
|
|
|
12
|
Campbell Wealth Management
Alexandria,
Virginia
|
$94.1M
|
+$6.04M
|
+557,874
|
+7%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$74.5M
|
+$15.6M
|
+1,443,864
|
+28%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$73.1M
|
+$18.4M
|
+1,700,280
|
+36%
|
|
|
15
|
Evermay Wealth Management
Arlington,
Virginia
|
$70.4M
|
+$175K
|
+16,116
|
+0.3%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$62M
|
+$4.22M
|
+389,178
|
+8%
|
|
|
17
|
SFMG Wealth Advisors
Plano,
Texas
|
$57.1M
|
-$4.03M
|
-371,808
|
-7%
|
|
|
18
|
Financial Management Professionals
Austin,
Texas
|
$56.9M
|
-$19.9M
|
-1,833,306
|
-27%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$56.8M
|
+$2.28M
|
+210,456
|
+5%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$55.4M
|
+$265K
|
+24,456
|
+0.5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.2M
|
+$1.96M
|
+180,780
|
+4%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$44.2M
|
-$4.91M
|
-452,718
|
-10%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$43.3M
|
+$917K
|
+84,612
|
+2%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43M
|
+$3.86M
|
+356,112
|
+10%
|
|
|
25
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$40M
|
+$3.73M
|
+344,514
|
+11%
|
|
