|
1
|
Charles Schwab
San Francisco,
California
|
$81.2M
|
+$7.24M
|
+276,836
|
+10%
|
|
|
2
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$56.1M
|
+$3.03M
|
+115,842
|
+6%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$55.3M
|
+$56.1M
|
+2,145,698
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$52.8M
|
+$11.7M
|
+446,574
|
+28%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$33.4M
|
+$11.5M
|
+438,858
|
+51%
|
|
|
6
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$30.2M
|
-$3.69M
|
-141,102
|
-11%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$29.9M
|
+$25.5M
|
+976,260
|
+528%
|
|
|
8
|
Total Investment Management
Scottsdale,
Arizona
|
$28.8M
|
+$29.2M
|
+1,117,504
|
New
|
|
|
9
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$25.6M
|
–
|
–
|
–
|
|
|
10
|
Access Financial Services
Minneapolis,
Minnesota
|
$24.7M
|
+$25.1M
|
+960,664
|
New
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$23.9M
|
+$6.97M
|
+266,380
|
+40%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$20.8M
|
+$8.05M
|
+307,952
|
+62%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.3M
|
+$1.73M
|
+66,140
|
+10%
|
|
|
14
|
Brinker Capital
Berwyn,
Pennsylvania
|
$17.8M
|
-$2.01M
|
-76,928
|
-10%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.6M
|
+$15.8M
|
+603,520
|
+145,077%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$385K
|
+14,712
|
+3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15M
|
+$2.09M
|
+79,838
|
+16%
|
|
|
18
|
Ancora Advisors
Cleveland,
Ohio
|
$13.6M
|
+$13.8M
|
+526,550
|
New
|
|
|
19
|
BSW Wealth Partners
Boulder,
Colorado
|
$13.5M
|
+$13.2M
|
+506,244
|
+2,869%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$12.6M
|
-$1.56M
|
-59,492
|
-11%
|
|
|
21
|
Summit Asset Management
Memphis,
Tennessee
|
$12.6M
|
+$4.31M
|
+164,790
|
+51%
|
|
|
22
|
Bristlecone Advisors
Bellevue,
Washington
|
$12.5M
|
+$362K
|
+13,826
|
+3%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$12.4M
|
+$12.5M
|
+479,702
|
New
|
|
|
24
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.4M
|
+$11.6M
|
+441,756
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
-$5.45M
|
-208,274
|
-32%
|
|
