|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.59B
|
-$50.1M
|
-3,183,480
|
-1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$2.13B
|
+$112M
|
+7,117,050
|
+6%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$1.45B
|
+$27.5M
|
+1,749,729
|
+2%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.42B
|
-$56.4M
|
-3,583,737
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$839M
|
-$16.6M
|
-1,053,432
|
-2%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$747M
|
-$17.1M
|
-1,087,635
|
-2%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$430M
|
-$406M
|
-25,791,528
|
-49%
|
|
|
8
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$399M
|
+$6.06M
|
+385,314
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$379M
|
-$1.51M
|
-95,847
|
-0.4%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$318M
|
+$57.7M
|
+3,664,605
|
+23%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$219M
|
+$6.88M
|
+437,118
|
+3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$200M
|
-$6.79M
|
-431,313
|
-3%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$186M
|
-$13.2M
|
-839,088
|
-7%
|
|
|
14
|
Janus Henderson Group
London,
|
$178M
|
-$9.66M
|
-613,938
|
-5%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$172M
|
+$4.33M
|
+275,016
|
+3%
|
|
|
16
|
AJ Wealth Strategies
New York
|
$171M
|
-$9.73M
|
-618,375
|
-6%
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$168M
|
-$3.02M
|
-191,844
|
-2%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$155M
|
-$9.93M
|
-630,732
|
-6%
|
|
|
19
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$149M
|
+$11M
|
+702,150
|
+8%
|
|
|
20
|
JMG Financial Group
Downers Grove,
Illinois
|
$141M
|
+$3.18M
|
+201,924
|
+2%
|
|
|
21
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$136M
|
-$28.2M
|
-1,789,566
|
-18%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$124M
|
+$65.1M
|
+4,138,242
|
+117%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$118M
|
+$4.15M
|
+263,871
|
+4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$104M
|
+$1.62M
|
+102,849
|
+2%
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$95.5M
|
+$3.04M
|
+193,344
|
+3%
|
|
