|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.26B
|
+$172M
|
+11,999,418
|
+4%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.38B
|
+$100M
|
+6,999,876
|
+8%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.35B
|
-$210M
|
-14,678,058
|
-14%
|
|
|
4
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$357M
|
+$8.85M
|
+618,318
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$352M
|
-$21.2M
|
-1,482,228
|
-6%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$327M
|
+$5.67M
|
+396,060
|
+2%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$302M
|
+$10.7M
|
+747,390
|
+4%
|
|
|
8
|
Campbell Wealth Management
Alexandria,
Virginia
|
$183M
|
+$5.48M
|
+383,046
|
+3%
|
|
|
9
|
|
$182M
|
-$4.29M
|
-300,066
|
-2%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$176M
|
+$3.56M
|
+248,748
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$172M
|
+$43.7M
|
+3,054,924
|
+37%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$150M
|
+$5.79M
|
+404,370
|
+4%
|
|
|
13
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$138M
|
–
|
–
|
–
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$136M
|
-$16.4M
|
-1,143,804
|
-11%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$136M
|
+$5.42M
|
+379,008
|
+4%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$121M
|
+$48.4M
|
+3,381,336
|
+74%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$117M
|
-$5.68M
|
-397,152
|
-5%
|
|
|
18
|
SVA Wealth Management
Madison,
Wisconsin
|
$114M
|
+$12.5M
|
+875,112
|
+13%
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$111M
|
+$721K
|
+50,388
|
+0.7%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$111M
|
+$2.64M
|
+184,560
|
+3%
|
|
|
21
|
First Mercantile Trust
Cordova,
Tennessee
|
$103M
|
+$18.3M
|
+1,281,108
|
+23%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$101M
|
+$9.22M
|
+644,022
|
+11%
|
|
|
23
|
Evermay Wealth Management
Arlington,
Virginia
|
$96M
|
-$1.69M
|
-118,242
|
-2%
|
|
|
24
|
Investment Security Group
Denver,
Colorado
|
$90M
|
+$568K
|
+39,666
|
+0.7%
|
|
|
25
|
WealthSource Partners
San Luis Obispo,
California
|
$83.5M
|
+$8.23M
|
+575,088
|
+12%
|
|
