|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.6B
|
+$266M
|
+15,753,714
|
+4%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.69B
|
+$76.4M
|
+4,527,558
|
+5%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.54B
|
-$2.84M
|
-168,144
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$446M
|
+$23.6M
|
+1,399,368
|
+6%
|
|
|
5
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$401M
|
-$131K
|
-7,758
|
-0%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$371M
|
+$60.2M
|
+3,570,144
|
+20%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$362M
|
-$9.18M
|
-544,056
|
-3%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$351M
|
+$7.2M
|
+426,456
|
+2%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$269M
|
+$64.6M
|
+3,828,066
|
+33%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$233M
|
+$19M
|
+1,124,682
|
+9%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$224M
|
+$5.57M
|
+330,018
|
+3%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$201M
|
-$2.03M
|
-120,384
|
-1%
|
|
|
13
|
|
$193M
|
-$8.71M
|
-516,288
|
-4%
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$169M
|
+$8.06M
|
+477,510
|
+5%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$168M
|
+$7.47M
|
+442,530
|
+5%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$143M
|
+$8.51M
|
+504,474
|
+7%
|
|
|
17
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$141M
|
+$10.2M
|
+603,270
|
+8%
|
|
|
18
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$129M
|
+$37.7M
|
+2,235,558
|
+43%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$125M
|
-$12.4M
|
-733,674
|
-9%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$116M
|
+$5.9M
|
+349,578
|
+5%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$113M
|
+$14.5M
|
+857,262
|
+16%
|
|
|
22
|
Evermay Wealth Management
Arlington,
Virginia
|
$108M
|
-$818K
|
-48,480
|
-0.8%
|
|
|
23
|
Adams Wealth Management
Logan,
Utah
|
$106M
|
+$1.15M
|
+68,238
|
+1%
|
|
|
24
|
First Mercantile Trust
Cordova,
Tennessee
|
$101M
|
-$11.1M
|
-660,624
|
-10%
|
|
|
25
|
Investment Security Group
Denver,
Colorado
|
$101M
|
-$445K
|
-26,364
|
-0.5%
|
|
