|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.06B
|
+$58.2M
|
+2,954,529
|
+1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$3.13B
|
+$134M
|
+6,821,019
|
+5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.76B
|
-$29.5M
|
-1,496,850
|
-2%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$788M
|
-$657M
|
-33,357,135
|
-47%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$653M
|
+$14.3M
|
+728,880
|
+2%
|
|
|
6
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$507M
|
+$5.19M
|
+263,391
|
+1%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$483M
|
+$13.1M
|
+665,283
|
+3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$450M
|
-$15.2M
|
-770,616
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$405M
|
-$33.3M
|
-1,690,626
|
-8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$363M
|
-$34.5M
|
-1,752,834
|
-9%
|
|
|
11
|
|
$340M
|
-$1.35B
|
-68,477,052
|
-81%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$322M
|
+$28.1M
|
+1,428,912
|
+10%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$314M
|
-$2.69M
|
-136,404
|
-0.9%
|
|
|
14
|
Campbell Wealth Management
Alexandria,
Virginia
|
$303M
|
+$17.1M
|
+870,159
|
+6%
|
|
|
15
|
Diversified
Wilmington,
Delaware
|
$231M
|
+$90.9M
|
+4,619,343
|
+71%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$228M
|
-$765K
|
-38,838
|
-0.4%
|
|
|
17
|
Janus Henderson Group
London,
|
$228M
|
+$730K
|
+37,077
|
+0.3%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$211M
|
-$13.7M
|
-696,186
|
-6%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$197M
|
+$2.91M
|
+147,633
|
+2%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$189M
|
+$9.78M
|
+496,638
|
+6%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$178M
|
-$1.4M
|
-70,929
|
-0.8%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$172M
|
+$79.6M
|
+4,044,918
|
+94%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$144M
|
-$471K
|
-23,901
|
-0.3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$138M
|
+$1.9M
|
+96,669
|
+1%
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$127M
|
+$7.53M
|
+382,707
|
+7%
|
|
