|
1
|
Charles Schwab
San Francisco,
California
|
1,54 Mrd. $
|
+74,7 Mio. $
|
+3.295.398
|
+5 %
|
|
|
2
|
|
257 Mio. $
|
+52,8 Mio. $
|
+2.329.920
|
+26 %
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
155 Mio. $
|
-8,9 Mio. $
|
-392.808
|
-5 %
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
122 Mio. $
|
+5,53 Mio. $
|
+244.198
|
+5 %
|
|
|
5
|
Rockbridge Investment Management
Syracuse,
New York
|
118 Mio. $
|
+6,86 Mio. $
|
+302.714
|
+6 %
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
116 Mio. $
|
+2,56 Mio. $
|
+113.094
|
+2 %
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
98,5 Mio. $
|
-2,72 Mio. $
|
-119.958
|
-3 %
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
80,7 Mio. $
|
-3,86 Mio. $
|
-170.342
|
-5 %
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
77,8 Mio. $
|
+3,65 Mio. $
|
+160.924
|
+5 %
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
77,3 Mio. $
|
+853.507 $
|
+37.660
|
+1 %
|
|
|
11
|
|
77,1 Mio. $
|
-1,98 Mio. $
|
-87.342
|
-3 %
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
70,5 Mio. $
|
+6,25 Mio. $
|
+275.572
|
+10 %
|
|
|
13
|
Total Wealth Planning
Cincinnati,
Ohio
|
66,2 Mio. $
|
+13 Mio. $
|
+574.988
|
+25 %
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
61,8 Mio. $
|
-2,7 Mio. $
|
-119.020
|
-4 %
|
|
|
15
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
50,9 Mio. $
|
+13,4 Mio. $
|
+591.874
|
+36 %
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
49,4 Mio. $
|
-5,02 Mio. $
|
-221.658
|
-9 %
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
44,7 Mio. $
|
+387.999 $
|
+17.120
|
+0,9 %
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
42,9 Mio. $
|
+42,7 Mio. $
|
+1.882.892
|
Neu
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
34,8 Mio. $
|
+4,81 Mio. $
|
+212.246
|
+16 %
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
31,9 Mio. $
|
+117.397 $
|
+5.180
|
+0,4 %
|
|
|
21
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
28,4 Mio. $
|
+1,92 Mio. $
|
+84.674
|
+7 %
|
|
|
22
|
Theory Financial
Fort Collins,
Colorado
|
26,9 Mio. $
|
+525.521 $
|
+23.188
|
+2 %
|
|
|
23
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
24,8 Mio. $
|
+24,6 Mio. $
|
+1.086.900
|
Neu
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
24,7 Mio. $
|
+446.698 $
|
+19.710
|
+2 %
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
24,6 Mio. $
|
+1,03 Mio. $
|
+45.540
|
+4 %
|
|
