|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.15B
|
-$2.06B
|
-127,211,775
|
-31%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.74B
|
+$123M
|
+7,579,968
|
+7%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.35B
|
+$30.1M
|
+1,854,954
|
+2%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$671M
|
+$252M
|
+15,527,880
|
+53%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$631M
|
+$85.6M
|
+5,283,255
|
+14%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$574M
|
+$101M
|
+6,245,013
|
+19%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$368M
|
-$11.7M
|
-719,088
|
-3%
|
|
|
8
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$352M
|
+$1.56M
|
+96,510
|
+0.4%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$315M
|
+$5.96M
|
+367,725
|
+2%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$243M
|
+$101M
|
+6,258,726
|
+62%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$194M
|
-$7M
|
-432,252
|
-3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$180M
|
+$36.3M
|
+2,241,792
|
+23%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$177M
|
-$385K
|
-23,787
|
-0.2%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$176M
|
+$23.1M
|
+1,424,571
|
+14%
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$163M
|
+$95.7M
|
+5,907,789
|
+118%
|
|
|
16
|
AJ Wealth Strategies
New York
|
$152M
|
-$62.9M
|
-3,882,957
|
-28%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$149M
|
+$2.9M
|
+179,187
|
+2%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$141M
|
+$34.6M
|
+2,134,212
|
+29%
|
|
|
19
|
Adams Wealth Management
Logan,
Utah
|
$134M
|
+$23.8M
|
+1,466,799
|
+19%
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$128M
|
-$16.2K
|
-999
|
-0%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$106M
|
-$9.07M
|
-559,659
|
-7%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$104M
|
+$33.3M
|
+2,053,656
|
+41%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$97.9M
|
-$5.12M
|
-316,230
|
-5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$88M
|
+$6.27M
|
+387,126
|
+7%
|
|
|
25
|
Evermay Wealth Management
Arlington,
Virginia
|
$87.8M
|
-$1.23M
|
-75,846
|
-1%
|
|
