|
1
|
Charles Schwab
San Francisco,
California
|
$114M
|
+$17.2M
|
+660,120
|
+18%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$110M
|
+$20.5M
|
+784,442
|
+23%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$72.4M
|
+$12.4M
|
+476,296
|
+21%
|
|
|
4
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$61.3M
|
-$1.31M
|
-50,054
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$38.2M
|
+$2.9M
|
+111,352
|
+8%
|
|
|
6
|
Total Investment Management
Scottsdale,
Arizona
|
$27.8M
|
-$270K
|
-10,346
|
-1%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$27M
|
+$2.78M
|
+106,514
|
+11%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$26.8M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
+$10.2M
|
+392,610
|
+71%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24.4M
|
+$1.56M
|
+59,950
|
+7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.1M
|
+$1.17M
|
+44,928
|
+6%
|
|
|
12
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$18.9M
|
-$188K
|
-7,208
|
-1%
|
|
|
13
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$16.5M
|
+$710K
|
+27,240
|
+5%
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$16M
|
+$4.62M
|
+177,076
|
+41%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$15.8M
|
+$1.49M
|
+56,946
|
+10%
|
|
|
16
|
BSW Wealth Partners
Boulder,
Colorado
|
$14.2M
|
-$645K
|
-24,726
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$183K
|
+7,028
|
+1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.9M
|
+$339K
|
+12,988
|
+3%
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$13.5M
|
-$1.98M
|
-75,880
|
-13%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.9M
|
+$1.35M
|
+51,698
|
+12%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
+$665K
|
+25,502
|
+5%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.6M
|
+$1.17M
|
+44,882
|
+10%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$12.4M
|
-$192K
|
-7,354
|
-2%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$11.4M
|
+$1.88M
|
+72,248
|
+20%
|
|
|
25
|
Planning Alternatives
Birmingham,
Michigan
|
$11.1M
|
+$71.5K
|
+2,740
|
+0.6%
|
|
