|
1
|
Charles Schwab
San Francisco,
California
|
$166M
|
+$33.8M
|
+1,295,134
|
+25%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$112M
|
-$3.36M
|
-128,928
|
-3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$90.5M
|
+$12.6M
|
+483,876
|
+16%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$66.8M
|
+$11.7M
|
+449,036
|
+21%
|
|
|
5
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$59.2M
|
+$87.3K
|
+3,348
|
+0.1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$42.8M
|
-$6M
|
-229,906
|
-12%
|
|
|
7
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$36.5M
|
+$11.9M
|
+456,068
|
+48%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$30.7M
|
+$24.8M
|
+949,674
|
+410%
|
|
|
9
|
Krilogy Financial
St. Louis,
Missouri
|
$30.1M
|
+$2.69M
|
+102,938
|
+10%
|
|
|
10
|
|
$29.8M
|
+$23.6M
|
+902,806
|
+375%
|
|
|
11
|
Total Investment Management
Scottsdale,
Arizona
|
$29.4M
|
-$98.4K
|
-3,770
|
-0.3%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.6M
|
+$8.97M
|
+344,012
|
+48%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
+$2.01M
|
+77,032
|
+8%
|
|
|
14
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$23.1M
|
-$16.8M
|
-644,928
|
-42%
|
|
|
15
|
Dragon Financial & Investment Group
San Mateo,
California
|
$22.3M
|
+$22.4M
|
+857,066
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.3M
|
+$108K
|
+4,154
|
+0.5%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.8M
|
+$4.21M
|
+161,438
|
+25%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$19.5M
|
+$14.6M
|
+559,672
|
+294%
|
|
|
19
|
Ancora Advisors
Cleveland,
Ohio
|
$19.3M
|
-$125K
|
-4,798
|
-0.6%
|
|
|
20
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$16.8M
|
+$671K
|
+25,702
|
+4%
|
|
|
21
|
AJ Wealth Strategies
New York
|
$16.3M
|
+$4.84M
|
+185,436
|
+42%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$15.7M
|
+$384K
|
+14,722
|
+2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$1.03M
|
+39,302
|
+7%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$15.6M
|
+$2.3M
|
+88,124
|
+17%
|
|
|
25
|
Cooper/Haims Advisors
Victor,
New York
|
$15.1M
|
+$15.2M
|
+581,158
|
New
|
|
