|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.99B
|
+$109M
|
+9,256,650
|
+4%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$1.3B
|
+$66.8M
|
+5,667,132
|
+5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$665M
|
+$60.3M
|
+5,115,126
|
+10%
|
|
|
4
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$522M
|
+$387M
|
+32,838,000
|
+289%
|
|
|
5
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$280M
|
+$6.99M
|
+592,950
|
+3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$186M
|
-$767K
|
-65,094
|
-0.4%
|
|
|
7
|
|
$185M
|
-$9.28M
|
-787,506
|
-5%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$158M
|
+$25.2M
|
+2,141,190
|
+19%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$147M
|
-$505K
|
-42,882
|
-0.3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$137M
|
+$11.5M
|
+980,034
|
+9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$136M
|
+$29.5M
|
+2,499,540
|
+28%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$114M
|
+$5.63M
|
+477,648
|
+5%
|
|
|
13
|
Campbell Wealth Management
Alexandria,
Virginia
|
$112M
|
+$5.6M
|
+475,050
|
+5%
|
|
|
14
|
First Mercantile Trust
Cordova,
Tennessee
|
$101M
|
-$23.9M
|
-2,030,484
|
-19%
|
|
|
15
|
Apriem Advisors
Irvine,
California
|
$99.5M
|
+$95.7M
|
+8,118,714
|
+2,709%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$84.9M
|
+$20.2M
|
+1,717,626
|
+32%
|
|
|
17
|
Evermay Wealth Management
Arlington,
Virginia
|
$72.9M
|
-$136K
|
-11,574
|
-0.2%
|
|
|
18
|
SVA Wealth Management
Madison,
Wisconsin
|
$68.3M
|
-$291K
|
-24,684
|
-0.4%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$61.9M
|
+$2.19M
|
+185,766
|
+4%
|
|
|
20
|
SFMG Wealth Advisors
Plano,
Texas
|
$59.1M
|
-$253K
|
-21,468
|
-0.4%
|
|
|
21
|
Financial Management Professionals
Austin,
Texas
|
$58.2M
|
-$2.6M
|
-220,452
|
-4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$58M
|
+$1.26M
|
+107,274
|
+2%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$57.9M
|
-$8.13K
|
-690
|
-0%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.9M
|
+$4.8M
|
+407,472
|
+9%
|
|
|
25
|
Total Investment Management
Scottsdale,
Arizona
|
$54.4M
|
+$32.5M
|
+2,755,548
|
+149%
|
|
