|
1
|
Charles Schwab
San Francisco,
California
|
$9.58B
|
+$6.12B
|
+296,046,567
|
+196%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.81B
|
-$7.84M
|
-379,350
|
-0.4%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$920M
|
+$882M
|
+42,660,885
|
+14,534%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$805M
|
-$10.6M
|
-514,299
|
-1%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$681M
|
+$4.27M
|
+206,568
|
+0.7%
|
|
|
6
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$538M
|
+$12.9M
|
+624,924
|
+3%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$514M
|
+$13.4M
|
+647,103
|
+3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$431M
|
-$33.7M
|
-1,630,572
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$397M
|
-$21.7M
|
-1,048,074
|
-5%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$379M
|
+$44M
|
+2,129,829
|
+14%
|
|
|
11
|
|
$363M
|
+$10.8M
|
+524,220
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$353M
|
-$22.4M
|
-1,081,593
|
-6%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$304M
|
-$14.9M
|
-722,199
|
-5%
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$255M
|
+$49.1M
|
+2,377,182
|
+25%
|
|
|
15
|
Diversified
Wilmington,
Delaware
|
$251M
|
+$11.3M
|
+546,732
|
+5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$234M
|
-$2.06M
|
-99,819
|
-0.9%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$217M
|
-$1.37M
|
-66,228
|
-0.6%
|
|
|
18
|
Janus Henderson Group
London,
|
$213M
|
-$21.4M
|
-1,036,116
|
-9%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$207M
|
+$10.5M
|
+507,882
|
+6%
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$206M
|
+$199M
|
+9,612,375
|
New
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$200M
|
+$20.7M
|
+1,002,735
|
+12%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$183M
|
-$1.54M
|
-74,646
|
-0.9%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$147M
|
-$1.98M
|
-95,607
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$141M
|
-$1.77M
|
-85,644
|
-1%
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$129M
|
-$2.74M
|
-132,834
|
-2%
|
|
