|
1
|
Charles Schwab
San Francisco,
California
|
892 Mio. $
|
-38,4 Mio. $
|
-1.587.030
|
-4 %
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
301 Mio. $
|
+20,8 Mio. $
|
+861.112
|
+7 %
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
195 Mio. $
|
-19,8 Mio. $
|
-818.164
|
-9 %
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
175 Mio. $
|
-7,59 Mio. $
|
-313.418
|
-4 %
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
122 Mio. $
|
-14,5 Mio. $
|
-598.148
|
-10 %
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
116 Mio. $
|
-47,8 Mio. $
|
-1.975.938
|
-29 %
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
111 Mio. $
|
+13,8 Mio. $
|
+568.720
|
+14 %
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
84,9 Mio. $
|
-6,97 Mio. $
|
-287.774
|
-8 %
|
|
|
9
|
Rockbridge Investment Management
Syracuse,
New York
|
75 Mio. $
|
+2,7 Mio. $
|
+111.662
|
+4 %
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
74,1 Mio. $
|
+1,74 Mio. $
|
+71.802
|
+2 %
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
68,1 Mio. $
|
-1,42 Mio. $
|
-58.826
|
-2 %
|
|
|
12
|
|
66,1 Mio. $
|
+50,2 Mio. $
|
+2.076.058
|
+303 %
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
57,7 Mio. $
|
+44,6 Mio. $
|
+1.842.392
|
+324 %
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
47,8 Mio. $
|
-18 Mio. $
|
-745.142
|
-27 %
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
47,7 Mio. $
|
-1,9 Mio. $
|
-78.494
|
-4 %
|
|
|
16
|
Krilogy Financial
St. Louis,
Missouri
|
42,9 Mio. $
|
-1,47 Mio. $
|
-60.658
|
-3 %
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
40 Mio. $
|
-2,5 Mio. $
|
-103.392
|
-6 %
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
39,2 Mio. $
|
-4.405 $
|
-182
|
-0 %
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
38,8 Mio. $
|
-2,8 Mio. $
|
-115.772
|
-7 %
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
34,7 Mio. $
|
-19 Mio. $
|
-784.482
|
-35 %
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
31,2 Mio. $
|
+10,8 Mio. $
|
+446.696
|
+52 %
|
|
|
22
|
Apriem Advisors
Irvine,
California
|
30,2 Mio. $
|
-642.049 $
|
-26.526
|
-2 %
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
29,8 Mio. $
|
-1,73 Mio. $
|
-71.356
|
-5 %
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
26,7 Mio. $
|
-3,82 Mio. $
|
-157.750
|
-12 %
|
|
|
25
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
26,7 Mio. $
|
-3,82 Mio. $
|
-157.750
|
-12 %
|
|
