|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.45B
|
+$20.8M
|
+1,186,386
|
+0.4%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$2.72B
|
+$136M
|
+7,737,015
|
+6%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.63B
|
-$5.87M
|
-334,014
|
-0.4%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$1.34B
|
-$13M
|
-739,437
|
-1%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$580M
|
+$82.1M
|
+4,677,324
|
+18%
|
|
|
6
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$456M
|
-$1.64M
|
-93,507
|
-0.4%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$426M
|
+$17.4M
|
+988,002
|
+5%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$424M
|
-$12.8M
|
-730,743
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$400M
|
-$20.8M
|
-1,186,695
|
-5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$363M
|
-$44M
|
-2,504,910
|
-11%
|
|
|
11
|
|
$299M
|
+$1.25B
|
+71,179,044
|
+519%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$283M
|
-$22M
|
-1,252,473
|
-8%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$266M
|
+$12.2M
|
+693,555
|
+5%
|
|
|
14
|
Campbell Wealth Management
Alexandria,
Virginia
|
$259M
|
+$3.97M
|
+225,807
|
+2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$208M
|
+$5.4M
|
+307,398
|
+3%
|
|
|
16
|
Janus Henderson Group
London,
|
$206M
|
+$598K
|
+34,038
|
+0.3%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$205M
|
-$3.12M
|
-177,819
|
-2%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$179M
|
-$9.08M
|
-516,984
|
-5%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$176M
|
+$3.86M
|
+219,963
|
+2%
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$172M
|
+$161M
|
+9,164,754
|
New
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$163M
|
+$2.74M
|
+156,114
|
+2%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$163M
|
+$5.62M
|
+320,004
|
+4%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$132M
|
-$3.33M
|
-189,795
|
-3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$124M
|
-$2.19M
|
-124,722
|
-2%
|
|
|
25
|
Diversified
Wilmington,
Delaware
|
$123M
|
+$25.1M
|
+1,428,552
|
+28%
|
|
