|
1
|
Charles Schwab
San Francisco,
California
|
$235M
|
+$25.3M
|
+1,001,674
|
+12%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$177M
|
+$911K
|
+36,050
|
+0.5%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$123M
|
+$4.92M
|
+194,564
|
+4%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$118M
|
+$9.36M
|
+370,468
|
+9%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$75.1M
|
-$1.18M
|
-46,758
|
-2%
|
|
|
6
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$69.7M
|
+$10.8M
|
+427,368
|
+18%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$60.4M
|
+$8.72M
|
+345,084
|
+17%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$41.4M
|
+$7.29M
|
+288,642
|
+21%
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$35.6M
|
-$1.24M
|
-49,080
|
-3%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$32.9M
|
+$1.22M
|
+48,142
|
+4%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$32.8M
|
+$506K
|
+20,046
|
+2%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$32.7M
|
+$11.8M
|
+465,280
|
+56%
|
|
|
13
|
Total Investment Management
Scottsdale,
Arizona
|
$30.6M
|
+$1.34M
|
+53,012
|
+5%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.1M
|
+$3.98M
|
+157,522
|
+17%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$25.3M
|
+$1.39M
|
+54,886
|
+6%
|
|
|
16
|
Dragon Financial & Investment Group
San Mateo,
California
|
$21.4M
|
+$28.6K
|
+1,134
|
+0.1%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$21.2M
|
+$2.28M
|
+90,400
|
+12%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$21M
|
-$84.6K
|
-3,348
|
-0.4%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$20.4M
|
+$3.5M
|
+138,592
|
+21%
|
|
|
20
|
Ancora Advisors
Cleveland,
Ohio
|
$20M
|
-$1.52M
|
-60,070
|
-7%
|
|
|
21
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$18.5M
|
+$946K
|
+37,430
|
+5%
|
|
|
22
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$18.4M
|
-$4.4M
|
-174,058
|
-19%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$18.4M
|
+$18.4M
|
+728,406
|
New
|
|
|
24
|
Cooper/Haims Advisors
Victor,
New York
|
$18.4M
|
+$1.51M
|
+59,842
|
+9%
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$17M
|
-$297K
|
-11,770
|
-2%
|
|
