|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.98B
|
+$49.5M
|
+3,153,117
|
+1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.68B
|
+$31.6M
|
+2,015,628
|
+2%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.3B
|
+$26.1M
|
+1,663,776
|
+2%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.04B
|
+$445M
|
+28,353,765
|
+63%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$765M
|
+$185M
|
+11,797,512
|
+28%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$686M
|
+$158M
|
+10,044,450
|
+26%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$348M
|
+$54.8M
|
+3,490,053
|
+16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$346M
|
-$4M
|
-254,967
|
-1%
|
|
|
9
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$337M
|
+$3.8M
|
+242,106
|
+1%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$225M
|
-$6.45M
|
-410,925
|
-3%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$206M
|
+$68.9M
|
+4,388,805
|
+43%
|
|
|
12
|
Campbell Wealth Management
Alexandria,
Virginia
|
$185M
|
+$1.2M
|
+76,734
|
+0.6%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$180M
|
+$9.58M
|
+610,638
|
+5%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$170M
|
+$1.65M
|
+105,327
|
+0.9%
|
|
|
15
|
Janus Henderson Group
London,
|
$162M
|
+$180M
|
+11,471,310
|
New
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$153M
|
-$12.1M
|
-773,175
|
-7%
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$148M
|
+$15.6M
|
+994,341
|
+10%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$145M
|
+$3.62M
|
+230,787
|
+2%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$137M
|
-$19.4M
|
-1,237,473
|
-11%
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$131M
|
+$11M
|
+699,015
|
+8%
|
|
|
21
|
Adams Wealth Management
Logan,
Utah
|
$116M
|
-$11.8M
|
-750,285
|
-8%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$108M
|
+$10.6M
|
+672,645
|
+10%
|
|
|
23
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$103M
|
+$3.11M
|
+198,417
|
+3%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$98.5M
|
+$6.22M
|
+396,741
|
+6%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$89.5M
|
+$6.73M
|
+428,637
|
+7%
|
|
