|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5B
|
+$31.9M
|
+1,932,366
|
+0.7%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$2.3B
|
-$5.28M
|
-319,866
|
-0.2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.52B
|
-$19.1M
|
-1,154,766
|
-1%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$1.41B
|
-$151M
|
-9,151,440
|
-10%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$453M
|
-$11.5M
|
-693,480
|
-3%
|
|
|
6
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$434M
|
+$1.66M
|
+100,467
|
+0.4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$404M
|
-$477M
|
-28,902,999
|
-56%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$399M
|
-$10.8M
|
-654,798
|
-3%
|
|
|
9
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$368M
|
+$22M
|
+1,332,054
|
+7%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$301M
|
-$480M
|
-29,072,952
|
-63%
|
|
|
11
|
Campbell Wealth Management
Alexandria,
Virginia
|
$244M
|
+$5.79M
|
+350,700
|
+3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$224M
|
+$6.71M
|
+406,377
|
+3%
|
|
|
13
|
AJ Wealth Strategies
New York
|
$199M
|
+$13.1M
|
+790,941
|
+7%
|
|
|
14
|
Janus Henderson Group
London,
|
$188M
|
-$4M
|
-242,373
|
-2%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$186M
|
-$14.8M
|
-899,094
|
-8%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$180M
|
-$6.43M
|
-389,502
|
-4%
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$179M
|
-$3.13M
|
-189,612
|
-2%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$171M
|
+$2.47M
|
+149,724
|
+2%
|
|
|
19
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$165M
|
+$3.71M
|
+224,703
|
+2%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$155M
|
+$7.27M
|
+440,151
|
+5%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$151M
|
-$1.38M
|
-83,286
|
-1%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$139M
|
+$4.63M
|
+280,353
|
+4%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$119M
|
-$8.4M
|
-508,998
|
-7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$115M
|
+$1.72M
|
+103,980
|
+2%
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$113M
|
+$14.8M
|
+897,858
|
+16%
|
|
