|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.85B
|
+$167M
|
+14,547,174
|
+6%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$1.22B
|
+$287M
|
+24,988,416
|
+32%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$598M
|
+$55M
|
+4,785,780
|
+10%
|
|
|
4
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$270M
|
+$5.39M
|
+469,470
|
+2%
|
|
|
5
|
|
$193M
|
-$2.61M
|
-226,812
|
-1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$185M
|
+$2.84M
|
+247,356
|
+2%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$146M
|
+$1.27M
|
+110,646
|
+0.9%
|
|
|
8
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$133M
|
+$130M
|
+11,352,000
|
New
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$131M
|
-$6.88M
|
-599,112
|
-5%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$124M
|
+$9.36M
|
+815,292
|
+8%
|
|
|
11
|
First Mercantile Trust
Cordova,
Tennessee
|
$123M
|
+$121M
|
+10,542,756
|
New
|
|
|
12
|
AJ Wealth Strategies
New York
|
$107M
|
+$3.32M
|
+289,020
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$105M
|
+$28.7M
|
+2,501,742
|
+39%
|
|
|
14
|
Campbell Wealth Management
Alexandria,
Virginia
|
$105M
|
+$7.06M
|
+614,916
|
+7%
|
|
|
15
|
Evermay Wealth Management
Arlington,
Virginia
|
$72.2M
|
-$811K
|
-70,644
|
-1%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$67.9M
|
+$3.51M
|
+305,406
|
+6%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$62.8M
|
+$17M
|
+1,483,344
|
+38%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$60.9M
|
+$2.21M
|
+192,372
|
+4%
|
|
|
19
|
SFMG Wealth Advisors
Plano,
Texas
|
$60.5M
|
-$537K
|
-46,788
|
-0.9%
|
|
|
20
|
Financial Management Professionals
Austin,
Texas
|
$60.2M
|
+$1.12M
|
+97,542
|
+2%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$57.3M
|
-$199K
|
-17,316
|
-0.4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.2M
|
+$3.02M
|
+262,596
|
+6%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.5M
|
+$7.7M
|
+670,752
|
+18%
|
|
|
24
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$44.9M
|
+$743K
|
+64,704
|
+2%
|
|
|
25
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$44.2M
|
+$2.63M
|
+228,978
|
+6%
|
|
