|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.39B
|
+$147M
|
+11,986,020
|
+5%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$1.35B
|
-$50.8M
|
-4,144,524
|
-4%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$828M
|
+$103M
|
+8,428,956
|
+15%
|
|
|
4
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$301M
|
-$1.76M
|
-143,940
|
-0.6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$196M
|
-$4.93M
|
-402,246
|
-3%
|
|
|
6
|
|
$193M
|
-$9.03M
|
-736,776
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$177M
|
+$28.7M
|
+2,344,152
|
+20%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$161M
|
+$2.17M
|
+177,426
|
+1%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$155M
|
+$7.15M
|
+583,056
|
+5%
|
|
|
10
|
Campbell Wealth Management
Alexandria,
Virginia
|
$127M
|
+$5.46M
|
+445,866
|
+5%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$124M
|
+$1.09M
|
+88,722
|
+0.9%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$111M
|
-$57.7M
|
-4,704,804
|
-35%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$108M
|
-$85.2K
|
-6,954
|
-0.1%
|
|
|
14
|
First Mercantile Trust
Cordova,
Tennessee
|
$106M
|
-$2.69M
|
-219,330
|
-3%
|
|
|
15
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$98.4M
|
-$447M
|
-36,504,000
|
-83%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$88.6M
|
-$2.55M
|
-208,044
|
-3%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$87.5M
|
+$67.1M
|
+5,475,696
|
+403%
|
|
|
18
|
Evermay Wealth Management
Arlington,
Virginia
|
$80.6M
|
+$1.65M
|
+135,000
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.8M
|
+$12.4M
|
+1,008,594
|
+21%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$75.5M
|
+$1.44M
|
+117,540
|
+2%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$69M
|
+$1.8M
|
+146,616
|
+3%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$67.1M
|
+$4.2M
|
+342,402
|
+7%
|
|
|
23
|
SFMG Wealth Advisors
Plano,
Texas
|
$64.3M
|
+$261K
|
+21,258
|
+0.4%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$62M
|
-$706K
|
-57,624
|
-1%
|
|
|
25
|
Financial Management Professionals
Austin,
Texas
|
$60.7M
|
-$2.3M
|
-187,710
|
-4%
|
|
