|
1
|
Charles Schwab
San Francisco,
California
|
$77.2M
|
+$10.4M
|
+389,048
|
+16%
|
|
|
2
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$55.4M
|
+$2.56M
|
+95,458
|
+5%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$42.8M
|
+$10.4M
|
+388,720
|
+32%
|
|
|
4
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$35.3M
|
+$35.3M
|
+1,315,566
|
New
|
|
|
5
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$25.6M
|
-$1.72M
|
-64,054
|
-6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$23.1M
|
+$8.74M
|
+325,574
|
+61%
|
|
|
7
|
Brinker Capital
Berwyn,
Pennsylvania
|
$20.5M
|
+$20.5M
|
+765,340
|
New
|
|
|
8
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$18.2M
|
+$6.99M
|
+260,570
|
+62%
|
|
|
9
|
Krilogy Financial
St. Louis,
Missouri
|
$17.7M
|
+$3.18M
|
+118,612
|
+22%
|
|
|
10
|
|
$17.7M
|
+$4.41M
|
+164,400
|
+33%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$17.4M
|
+$988K
|
+36,832
|
+6%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.3M
|
+$751K
|
+28,004
|
+5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
-$7.7M
|
-286,824
|
-34%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$14.8M
|
-$67.6M
|
-2,518,316
|
-82%
|
|
|
15
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$14.3M
|
+$1.36M
|
+50,598
|
+10%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.5M
|
+$3.34M
|
+124,356
|
+33%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$13.4M
|
-$173K
|
-6,436
|
-1%
|
|
|
18
|
Bristlecone Advisors
Bellevue,
Washington
|
$12.7M
|
+$1.49M
|
+55,374
|
+13%
|
|
|
19
|
Gratus Capital
Atlanta,
Georgia
|
$12.2M
|
+$12.2M
|
+454,186
|
New
|
|
|
20
|
Confluence Wealth Management
Portland,
Oregon
|
$10.6M
|
+$484K
|
+18,024
|
+5%
|
|
|
21
|
Planning Alternatives
Birmingham,
Michigan
|
$10.4M
|
+$291K
|
+10,852
|
+3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.59M
|
-$66.6M
|
-2,481,616
|
-87%
|
|
|
23
|
TD Ameritrade Trust
Denver,
Colorado
|
$9.53M
|
+$164K
|
+6,106
|
+2%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.12M
|
-$2.09M
|
-78,020
|
-19%
|
|
|
25
|
|
$8.73M
|
-$47.4K
|
-1,768
|
-0.5%
|
|
