|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$7.28B
|
+$124M
|
+6,992,151
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.97B
|
+$94.5M
|
+5,338,668
|
+5%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.6B
|
+$10.5M
|
+595,143
|
+0.7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$667M
|
+$80M
|
+4,519,014
|
+14%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$580M
|
+$92.9M
|
+5,247,681
|
+19%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$531M
|
+$137M
|
+7,722,492
|
+35%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$457M
|
-$1.22M
|
-68,964
|
-0.3%
|
|
|
8
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$422M
|
-$1.72M
|
-97,254
|
-0.4%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$374M
|
+$2.82M
|
+159,387
|
+0.8%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$253M
|
-$13.8M
|
-781,389
|
-5%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$241M
|
+$164K
|
+9,252
|
+0.1%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$214M
|
+$3.56M
|
+200,946
|
+2%
|
|
|
13
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$190M
|
-$88.8M
|
-5,017,098
|
-50%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$182M
|
-$548K
|
-30,942
|
-0.3%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$181M
|
+$39.3M
|
+2,221,593
|
+28%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$177M
|
+$17.9M
|
+1,013,664
|
+11%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$177M
|
+$12.8M
|
+722,964
|
+8%
|
|
|
18
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$154M
|
+$6.63M
|
+374,274
|
+5%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$138M
|
+$11M
|
+620,181
|
+9%
|
|
|
20
|
Adams Wealth Management
Logan,
Utah
|
$135M
|
+$5.82M
|
+328,983
|
+5%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$132M
|
+$40.5M
|
+2,286,018
|
+45%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$124M
|
+$83.4M
|
+4,713,630
|
+216%
|
|
|
23
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$112M
|
-$4.34M
|
-245,085
|
-4%
|
|
|
24
|
Evermay Wealth Management
Arlington,
Virginia
|
$107M
|
-$1.81M
|
-102,081
|
-2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$99.2M
|
-$14.2M
|
-799,863
|
-13%
|
|
