|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.5B
|
+$98.9M
|
+7,442,352
|
+2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$1.4B
|
-$74.7M
|
-5,622,048
|
-5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$1.13B
|
+$11.1M
|
+833,952
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$332M
|
+$24.3M
|
+1,828,920
|
+8%
|
|
|
5
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$308M
|
+$8.12M
|
+611,034
|
+3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$285M
|
-$4.48M
|
-336,828
|
-2%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$258M
|
+$45.9M
|
+3,451,944
|
+22%
|
|
|
8
|
|
$165M
|
+$20.2M
|
+1,523,424
|
+14%
|
|
|
9
|
Campbell Wealth Management
Alexandria,
Virginia
|
$157M
|
+$8.87M
|
+667,260
|
+6%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$153M
|
-$4.81M
|
-362,130
|
-3%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$136M
|
+$3.23M
|
+243,384
|
+2%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$128M
|
+$4.69M
|
+352,878
|
+4%
|
|
|
13
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$122M
|
–
|
–
|
–
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$121M
|
+$172K
|
+12,960
|
+0.2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$38.5M
|
+2,895,858
|
+54%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$109M
|
+$6.54M
|
+492,330
|
+6%
|
|
|
17
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$103M
|
-$1.06M
|
-80,148
|
-1%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95.8M
|
-$3.03M
|
-228,048
|
-3%
|
|
|
19
|
SVA Wealth Management
Madison,
Wisconsin
|
$89.1M
|
+$4.08M
|
+307,314
|
+5%
|
|
|
20
|
Evermay Wealth Management
Arlington,
Virginia
|
$86.7M
|
-$805K
|
-60,600
|
-0.9%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$80.5M
|
-$2.91M
|
-218,886
|
-4%
|
|
|
22
|
Investment Security Group
Denver,
Colorado
|
$79.2M
|
+$12.5M
|
+944,442
|
+19%
|
|
|
23
|
First Mercantile Trust
Cordova,
Tennessee
|
$78.6M
|
-$3.57M
|
-268,530
|
-5%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$68.5M
|
+$1.89M
|
+142,206
|
+3%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$68.2M
|
-$1.34M
|
-101,028
|
-2%
|
|
