|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.81B
|
+$215M
|
+12,078,936
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.76B
|
+$68M
|
+3,811,416
|
+4%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.54B
|
-$6.31M
|
-353,790
|
-0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$458M
|
+$12.3M
|
+688,476
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$431M
|
+$61.3M
|
+3,439,980
|
+16%
|
|
|
6
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$400M
|
-$911K
|
-51,060
|
-0.2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$371M
|
+$8.52M
|
+477,720
|
+2%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$358M
|
+$7.29M
|
+408,588
|
+2%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$331M
|
+$63.2M
|
+3,544,974
|
+23%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$248M
|
+$15.7M
|
+881,616
|
+7%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$226M
|
+$1.82M
|
+102,084
|
+0.8%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$203M
|
+$2.46M
|
+137,850
|
+1%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$187M
|
+$191M
|
+10,736,490
|
+41,711%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$180M
|
+$3.31M
|
+185,418
|
+2%
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$170M
|
+$1.14M
|
+64,128
|
+0.7%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$147M
|
+$4.03M
|
+226,104
|
+3%
|
|
|
17
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$140M
|
+$1.07M
|
+59,880
|
+0.7%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$127M
|
+$10.7M
|
+600,450
|
+9%
|
|
|
19
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$126M
|
-$3.6M
|
-201,840
|
-3%
|
|
|
20
|
Adams Wealth Management
Logan,
Utah
|
$122M
|
+$16.5M
|
+926,484
|
+15%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$115M
|
+$5.06M
|
+283,986
|
+4%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$114M
|
+$22.9M
|
+1,283,988
|
+24%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$111M
|
-$14.2M
|
-797,580
|
-11%
|
|
|
24
|
Evermay Wealth Management
Arlington,
Virginia
|
$107M
|
-$1.34M
|
-75,246
|
-1%
|
|
|
25
|
Investment Security Group
Denver,
Colorado
|
$100M
|
-$635K
|
-35,616
|
-0.6%
|
|
