|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.87B
|
+$38.2M
|
+2,178,549
|
+0.8%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$2.31B
|
+$88.3M
|
+5,033,826
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.46B
|
-$6.04M
|
-344,265
|
-0.4%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$1.22B
|
-$146M
|
-8,346,978
|
-10%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$441M
|
+$3.57M
|
+203,346
|
+0.8%
|
|
|
6
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$411M
|
-$8.68M
|
-494,937
|
-2%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$392M
|
+$228M
|
+12,979,956
|
+126%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$379M
|
-$7.12M
|
-405,603
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$368M
|
-$22.7M
|
-1,295,187
|
-6%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$366M
|
+$10.8M
|
+615,039
|
+3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$275M
|
-$16.4M
|
-935,832
|
-5%
|
|
|
12
|
|
$231M
|
+$205M
|
+11,708,352
|
+581%
|
|
|
13
|
Campbell Wealth Management
Alexandria,
Virginia
|
$228M
|
-$7.5M
|
-427,437
|
-3%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$227M
|
+$11M
|
+625,692
|
+5%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$187M
|
+$7.6M
|
+433,320
|
+4%
|
|
|
16
|
Janus Henderson Group
London,
|
$184M
|
+$2.9M
|
+165,066
|
+2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$181M
|
+$16.7M
|
+950,037
|
+10%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$169M
|
-$3.4M
|
-193,869
|
-2%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$155M
|
+$5.08M
|
+289,431
|
+3%
|
|
|
20
|
JMG Financial Group
Downers Grove,
Illinois
|
$144M
|
-$1.85M
|
-105,561
|
-1%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$141M
|
+$6.85M
|
+390,417
|
+5%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$121M
|
+$6.75M
|
+384,837
|
+6%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$113M
|
+$2.35M
|
+134,148
|
+2%
|
|
|
24
|
Cresset Asset Management
Chicago,
Illinois
|
$106M
|
-$3.89M
|
-221,517
|
-3%
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$99.8M
|
+$169K
|
+9,633
|
+0.2%
|
|
