|
1
|
Charles Schwab
San Francisco,
California
|
$96M
|
+$14.2M
|
+550,716
|
+17%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$88.5M
|
+$32.8M
|
+1,270,734
|
+59%
|
|
|
3
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$62.1M
|
+$5.58M
|
+216,142
|
+10%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59.9M
|
+$6.68M
|
+258,802
|
+13%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$34.9M
|
+$1.28M
|
+49,596
|
+4%
|
|
|
6
|
Total Investment Management
Scottsdale,
Arizona
|
$27.8M
|
-$1.12M
|
-43,266
|
-4%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$26.8M
|
+$14.4M
|
+556,164
|
+116%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$23.9M
|
–
|
–
|
–
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$22.5M
|
+$1.6M
|
+61,962
|
+8%
|
|
|
10
|
Access Financial Services
Minneapolis,
Minnesota
|
$20.9M
|
-$3.95M
|
-152,980
|
-16%
|
|
|
11
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$19M
|
-$11.5M
|
-443,884
|
-38%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.7M
|
+$354K
|
+13,700
|
+2%
|
|
|
13
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$15.6M
|
-$9.1M
|
-352,636
|
-37%
|
|
|
14
|
Brinker Capital
Berwyn,
Pennsylvania
|
$15.3M
|
-$2.49M
|
-96,606
|
-14%
|
|
|
15
|
BSW Wealth Partners
Boulder,
Colorado
|
$14.7M
|
+$1.16M
|
+44,920
|
+9%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$752K
|
-29,126
|
-5%
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$14.2M
|
+$582K
|
+22,562
|
+4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$3.86M
|
+149,392
|
+39%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.4M
|
-$1.66M
|
-64,376
|
-11%
|
|
|
20
|
Summit Asset Management
Memphis,
Tennessee
|
$12.5M
|
-$134K
|
-5,198
|
-1%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
+$585K
|
+22,660
|
+5%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.5M
|
+$43.4K
|
+1,680
|
+0.4%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$11.3M
|
+$516K
|
+20,006
|
+5%
|
|
|
24
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$11.3M
|
+$1.03M
|
+40,078
|
+10%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$11M
|
-$1.73M
|
-66,950
|
-14%
|
|
