|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.33B
|
+$92.7M
|
+6,123,501
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.88B
|
+$87.7M
|
+5,791,206
|
+5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.38B
|
+$280M
|
+18,477,516
|
+25%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$1.32B
|
-$67.2M
|
-4,441,677
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$799M
|
-$17.3M
|
-1,142,910
|
-2%
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$789M
|
+$420M
|
+27,778,497
|
+113%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$714M
|
-$17.9M
|
-1,180,062
|
-2%
|
|
|
8
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$366M
|
+$7.49M
|
+495,081
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$355M
|
-$13.4M
|
-882,753
|
-4%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$258M
|
+$2.26M
|
+149,433
|
+0.9%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$198M
|
+$1.06M
|
+70,170
|
+0.5%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$193M
|
+$1.68M
|
+110,943
|
+0.9%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$186M
|
+$5.44M
|
+359,595
|
+3%
|
|
|
14
|
Janus Henderson Group
London,
|
$175M
|
+$2.31M
|
+152,583
|
+1%
|
|
|
15
|
AJ Wealth Strategies
New York
|
$169M
|
-$51.5M
|
-3,404,895
|
-23%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$164M
|
-$4.21M
|
-278,247
|
-3%
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$160M
|
+$2.14M
|
+141,540
|
+1%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$155M
|
+$266K
|
+17,601
|
+0.2%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$154M
|
+$8.22M
|
+542,727
|
+6%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$134M
|
-$57.2M
|
-3,782,013
|
-52%
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$128M
|
-$11.4M
|
-750,177
|
-8%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$128M
|
+$12.6M
|
+834,924
|
+11%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$106M
|
+$57M
|
+3,766,824
|
+114%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$106M
|
+$1.09M
|
+71,784
|
+1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$95.7M
|
+$256K
|
+16,938
|
+0.3%
|
|
