|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.04B
|
+$806M
|
+69,193,800
|
+27%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$1.35B
|
-$34.7M
|
-2,975,724
|
-3%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$1.03B
|
-$17.6M
|
-1,509,390
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$283M
|
+$71.3M
|
+6,120,546
|
+36%
|
|
|
5
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$275M
|
+$2.26M
|
+193,968
|
+0.9%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$266M
|
+$8.24M
|
+706,968
|
+3%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$194M
|
+$34.6M
|
+2,966,502
|
+23%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$145M
|
-$2.9M
|
-248,820
|
-2%
|
|
|
9
|
Campbell Wealth Management
Alexandria,
Virginia
|
$136M
|
+$9.73M
|
+835,116
|
+8%
|
|
|
10
|
|
$133M
|
-$11.4M
|
-980,880
|
-8%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$122M
|
+$11.7M
|
+1,002,090
|
+11%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$113M
|
-$1.03M
|
-88,572
|
-1%
|
|
|
13
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$112M
|
–
|
–
|
–
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$111M
|
+$2.55M
|
+218,472
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$94.5M
|
-$388M
|
-33,267,420
|
-81%
|
|
|
16
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$91.1M
|
+$22.2M
|
+1,906,884
|
+35%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$90.9M
|
+$1.68M
|
+143,838
|
+2%
|
|
|
18
|
Evermay Wealth Management
Arlington,
Virginia
|
$80.5M
|
+$841K
|
+72,180
|
+1%
|
|
|
19
|
SVA Wealth Management
Madison,
Wisconsin
|
$78.1M
|
+$2.98M
|
+255,864
|
+4%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$76.7M
|
-$25.7M
|
-2,201,274
|
-26%
|
|
|
21
|
First Mercantile Trust
Cordova,
Tennessee
|
$71.8M
|
-$1.79M
|
-153,264
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.5M
|
-$7.6M
|
-651,834
|
-11%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$63.9M
|
-$1.76M
|
-150,822
|
-3%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$61.5M
|
+$7.63M
|
+654,744
|
+15%
|
|
|
25
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$61.2M
|
+$9.89M
|
+848,856
|
+21%
|
|
