|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.64B
|
-$77.3M
|
-6,366,216
|
-2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$1.15B
|
+$83M
|
+6,833,508
|
+6%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$863M
|
+$242M
|
+19,898,604
|
+31%
|
|
|
4
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$226M
|
-$17M
|
-1,397,670
|
-6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$212M
|
+$66.6M
|
+5,482,086
|
+36%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$171M
|
+$35.9M
|
+2,954,916
|
+21%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$130M
|
+$1.98M
|
+163,350
|
+1%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$122M
|
-$2M
|
-164,586
|
-1%
|
|
|
9
|
|
$120M
|
-$38.6M
|
-3,179,538
|
-21%
|
|
|
10
|
Campbell Wealth Management
Alexandria,
Virginia
|
$104M
|
+$3.72M
|
+306,090
|
+3%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$94.5M
|
-$5.37M
|
-442,392
|
-5%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$94.1M
|
+$35.2M
|
+2,895,162
|
+54%
|
|
|
13
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$92.9M
|
+$17.1M
|
+1,410,000
|
+18%
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$90.7M
|
+$24.9M
|
+2,048,142
|
+30%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$85.8M
|
-$3.08M
|
-253,374
|
-3%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73.7M
|
+$24M
|
+1,976,328
|
+38%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$71M
|
+$497M
|
+40,897,782
|
New
|
|
|
18
|
Evermay Wealth Management
Arlington,
Virginia
|
$65.8M
|
+$1.76M
|
+144,672
|
+2%
|
|
|
19
|
Cresset Asset Management
Chicago,
Illinois
|
$62.6M
|
+$20.5M
|
+1,684,896
|
+38%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$62M
|
+$2.08M
|
+170,880
|
+3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.6M
|
+$1.41M
|
+116,040
|
+2%
|
|
|
22
|
First Mercantile Trust
Cordova,
Tennessee
|
$60.7M
|
-$28.5M
|
-2,348,922
|
-28%
|
|
|
23
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$55.8M
|
+$43.6M
|
+3,588,966
|
+191%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$54.4M
|
+$5.94M
|
+488,922
|
+10%
|
|
|
25
|
Investment Security Group
Denver,
Colorado
|
$51M
|
+$60.7M
|
+4,997,004
|
New
|
|
