|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$7.57B
|
+$113M
|
+6,140,760
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.98B
|
+$53.8M
|
+2,913,900
|
+3%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.67B
|
-$8.67M
|
-469,170
|
-0.5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$619M
|
+$144M
|
+7,786,764
|
+31%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$513M
|
+$147M
|
+7,965,042
|
+42%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$485M
|
-$16.5M
|
-890,856
|
-3%
|
|
|
7
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$448M
|
+$9.77M
|
+528,834
|
+2%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$414M
|
+$8.66M
|
+468,552
|
+2%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$392M
|
-$120K
|
-6,486
|
-0%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$282M
|
+$10.5M
|
+570,372
|
+4%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$255M
|
+$7.97M
|
+431,514
|
+3%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$222M
|
+$211K
|
+11,436
|
+0.1%
|
|
|
13
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$190M
|
+$4.2M
|
+227,496
|
+2%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$179M
|
+$5.6M
|
+302,874
|
+3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$173M
|
+$110M
|
+5,946,780
|
+187%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$168M
|
+$7.06M
|
+382,314
|
+5%
|
|
|
17
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$156M
|
+$17.6M
|
+950,832
|
+13%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$149M
|
+$10.2M
|
+552,216
|
+8%
|
|
|
19
|
Adams Wealth Management
Logan,
Utah
|
$137M
|
+$3.23M
|
+174,912
|
+2%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$134M
|
+$8.1M
|
+438,354
|
+7%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$131M
|
+$6.03M
|
+326,292
|
+5%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$123M
|
-$29.8M
|
-1,613,874
|
-20%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$120M
|
+$13.4M
|
+727,362
|
+13%
|
|
|
24
|
Evermay Wealth Management
Arlington,
Virginia
|
$115M
|
-$1.46M
|
-79,098
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$98.3M
|
-$22.8M
|
-1,234,572
|
-19%
|
|
