|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.84B
|
+$283M
|
+18,092,358
|
+5%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.49B
|
+$31.4M
|
+2,004,264
|
+2%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.35B
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$390M
|
+$17.1M
|
+1,092,636
|
+5%
|
|
|
5
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$370M
|
-$6.16M
|
-393,288
|
-2%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$343M
|
-$2.12M
|
-135,630
|
-0.6%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$317M
|
-$1.87M
|
-119,166
|
-0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$285M
|
+$102M
|
+6,486,432
|
+57%
|
|
|
9
|
Campbell Wealth Management
Alexandria,
Virginia
|
$201M
|
+$7.86M
|
+501,972
|
+4%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$197M
|
+$37.4M
|
+2,385,876
|
+24%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$188M
|
+$59.1M
|
+3,769,176
|
+47%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$187M
|
+$1.28M
|
+81,528
|
+0.7%
|
|
|
13
|
|
$186M
|
-$5.84M
|
-373,014
|
-3%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$150M
|
+$3.58M
|
+228,234
|
+3%
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$148M
|
+$4.31M
|
+274,974
|
+3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$127M
|
+$3.5M
|
+223,188
|
+3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$124M
|
+$6.82M
|
+435,222
|
+6%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$124M
|
+$1.32M
|
+84,258
|
+1%
|
|
|
19
|
First Mercantile Trust
Cordova,
Tennessee
|
$104M
|
-$4.7M
|
-300,054
|
-4%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$102M
|
+$17.3M
|
+1,101,282
|
+21%
|
|
|
21
|
Evermay Wealth Management
Arlington,
Virginia
|
$100M
|
-$936K
|
-59,760
|
-0.9%
|
|
|
22
|
Adams Wealth Management
Logan,
Utah
|
$96.5M
|
+$24M
|
+1,530,510
|
+34%
|
|
|
23
|
Investment Security Group
Denver,
Colorado
|
$93.7M
|
-$1.3M
|
-83,142
|
-1%
|
|
|
24
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$91.2M
|
-$53.2M
|
-3,396,000
|
-37%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$87.5M
|
+$4.65M
|
+296,976
|
+6%
|
|
