|
1
|
Charles Schwab
San Francisco,
California
|
$1.14億
|
+$1722万
|
+660,120
|
+18%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.1億
|
+$2046万
|
+784,442
|
+23%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7242万
|
+$1242万
|
+476,296
|
+21%
|
|
|
4
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6130万
|
-$131万
|
-50,054
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$3819万
|
+$290万
|
+111,352
|
+8%
|
|
|
6
|
Total Investment Management
Scottsdale,
Arizona
|
$2779万
|
-$27万
|
-10,346
|
-1%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$2701万
|
+$278万
|
+106,514
|
+11%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$2682万
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2474万
|
+$1024万
|
+392,610
|
+71%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2436万
|
+$156万
|
+59,950
|
+7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2007万
|
+$117万
|
+44,928
|
+6%
|
|
|
12
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$1890万
|
-$18.8万
|
-7,208
|
-1%
|
|
|
13
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1646万
|
+$71万
|
+27,240
|
+5%
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1604万
|
+$462万
|
+177,076
|
+41%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$1583万
|
+$149万
|
+56,946
|
+10%
|
|
|
16
|
BSW Wealth Partners
Boulder,
Colorado
|
$1421万
|
-$64.5万
|
-24,726
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1419万
|
+$18.3万
|
+7,028
|
+1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1390万
|
+$33.9万
|
+12,988
|
+3%
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1348万
|
-$198万
|
-75,880
|
-13%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1294万
|
+$135万
|
+51,698
|
+12%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1278万
|
+$66.5万
|
+25,502
|
+5%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1255万
|
+$117万
|
+44,882
|
+10%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$1244万
|
-$19.2万
|
-7,354
|
-2%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$1143万
|
+$188万
|
+72,248
|
+20%
|
|
|
25
|
Planning Alternatives
Birmingham,
Michigan
|
$1109万
|
+$7.15万
|
+2,740
|
+0.6%
|
|
