|
1
|
|
$335M
|
+$26.4M
|
+1,139,890
|
+9%
|
|
|
2
|
Rockbridge Investment Management
Syracuse,
New York
|
$241M
|
+$16.8M
|
+726,661
|
+7%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$184M
|
+$6.12M
|
+264,646
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$158M
|
+$7.88M
|
+340,546
|
+5%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$153M
|
+$4.33M
|
+186,945
|
+3%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$131M
|
+$6.19M
|
+267,337
|
+5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$99.3M
|
-$4.61M
|
-199,078
|
-4%
|
|
|
8
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$89.2M
|
+$12.4M
|
+534,699
|
+16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.6M
|
+$4.37M
|
+188,635
|
+6%
|
|
|
10
|
Rational Advisors
Huntington,
New York
|
$72.7M
|
+$1.52M
|
+65,898
|
+2%
|
|
|
11
|
|
$71M
|
-$1.38M
|
-59,602
|
-2%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$60.4M
|
+$14.3M
|
+618,992
|
+31%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$52.9M
|
+$8.82M
|
+381,229
|
+20%
|
|
|
14
|
Pioneer Wealth Management Group
Austin,
Texas
|
$52M
|
+$5.77M
|
+249,489
|
+12%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$49.8M
|
-$495K
|
-21,380
|
-1%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$49.3M
|
-$559K
|
-24,178
|
-1%
|
|
|
17
|
|
$45.8M
|
+$12.9M
|
+555,355
|
+31%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$43.1M
|
+$2.2M
|
+95,234
|
+5%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$39.1M
|
+$19.5M
|
+842,407
|
+100%
|
|
|
20
|
Vident Advisory
Alpharetta,
Georgia
|
$39M
|
+$1.2M
|
+51,683
|
+3%
|
|
|
21
|
NorthRock Partners
Minneapolis,
Minnesota
|
$37.4M
|
+$9.49M
|
+409,926
|
+34%
|
|
|
22
|
Financial Life Advisors
San Antonio,
Texas
|
$36.4M
|
+$1.68M
|
+72,669
|
+5%
|
|
|
23
|
Blue Trust Inc
Alpharetta,
Georgia
|
$35.8M
|
+$734K
|
+31,729
|
+2%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$34.6M
|
-$1.34M
|
-58,070
|
-4%
|
|
|
25
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$34M
|
+$1.24M
|
+53,754
|
+4%
|
|
