|
1
|
Charles Schwab
San Francisco,
California
|
$211M
|
+$48.4M
|
+1,891,888
|
+30%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$178M
|
+$178M
|
+6,966,264
|
New
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$119M
|
+$8.56M
|
+334,688
|
+8%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$109M
|
+$20.7M
|
+807,926
|
+23%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$76.8M
|
+$11.4M
|
+444,490
|
+17%
|
|
|
6
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$59.3M
|
+$1.23M
|
+48,180
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$52M
|
+$10.1M
|
+396,140
|
+24%
|
|
|
8
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$36.8M
|
+$1M
|
+39,158
|
+3%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$34.3M
|
+$34.4M
|
+1,345,260
|
New
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$32.5M
|
+$17.1M
|
+670,486
|
+111%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$31.9M
|
+$2.45M
|
+95,672
|
+8%
|
|
|
12
|
Total Investment Management
Scottsdale,
Arizona
|
$29.5M
|
+$712K
|
+27,852
|
+2%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$27.2M
|
-$2.32M
|
-90,796
|
-8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.3M
|
+$3.87M
|
+151,208
|
+19%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$24.1M
|
+$9.92M
|
+387,712
|
+70%
|
|
|
16
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$23M
|
+$333K
|
+13,036
|
+1%
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$21.7M
|
+$2.75M
|
+107,676
|
+14%
|
|
|
18
|
Dragon Financial & Investment Group
San Mateo,
California
|
$21.5M
|
-$346K
|
-13,526
|
-2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$21.3M
|
+$2.15M
|
+83,970
|
+11%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.1M
|
-$6.02M
|
-235,310
|
-22%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$19.1M
|
+$5.04M
|
+197,242
|
+36%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$17.7M
|
+$2.41M
|
+94,240
|
+16%
|
|
|
23
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$17.5M
|
+$3.67M
|
+143,492
|
+26%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$17.3M
|
+$17.1M
|
+668,632
|
+8,360%
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$17M
|
+$3.78M
|
+147,802
|
+28%
|
|
