|
1
|
Charles Schwab
San Francisco,
California
|
$133M
|
+$19.1M
|
+729,876
|
+17%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$116M
|
+$6.31M
|
+240,706
|
+6%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$78.5M
|
+$5.79M
|
+220,974
|
+8%
|
|
|
4
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$59.5M
|
-$1.93M
|
-73,528
|
-3%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$55.5M
|
+$28.4M
|
+1,083,076
|
+105%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$49.1M
|
+$10.8M
|
+413,744
|
+28%
|
|
|
7
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$40.2M
|
+$21.3M
|
+810,984
|
+112%
|
|
|
8
|
Total Investment Management
Scottsdale,
Arizona
|
$29.6M
|
+$1.79M
|
+68,362
|
+6%
|
|
|
9
|
Krilogy Financial
St. Louis,
Missouri
|
$27.6M
|
+$499K
|
+19,030
|
+2%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$26.2M
|
+$16.5M
|
+627,928
|
+168%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$625K
|
+23,840
|
+3%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$25.1M
|
+$755K
|
+28,806
|
+3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.3M
|
+$2.19M
|
+83,522
|
+11%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$19.6M
|
+$3.71M
|
+141,512
|
+23%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.8M
|
+$17.6M
|
+672,830
|
+1,493%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.7M
|
+$2.8M
|
+107,032
|
+20%
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$16.3M
|
+$209K
|
+7,990
|
+1%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$15.5M
|
+$5.41M
|
+206,460
|
+54%
|
|
|
19
|
BSW Wealth Partners
Boulder,
Colorado
|
$15.1M
|
+$898K
|
+34,272
|
+6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
+$479K
|
+18,268
|
+3%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$14.4M
|
+$1.48M
|
+56,342
|
+11%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$14M
|
+$1.24M
|
+47,314
|
+10%
|
|
|
23
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.9M
|
-$2.63M
|
-100,396
|
-16%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.4M
|
+$13.4M
|
+509,976
|
New
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$13.1M
|
+$533K
|
+20,328
|
+4%
|
|
