|
1
|
Charles Schwab
San Francisco,
California
|
$258M
|
+$25.3M
|
+999,800
|
+11%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$148M
|
-$27.7M
|
-1,095,110
|
-16%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$130M
|
+$8.71M
|
+344,900
|
+7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$124M
|
+$7.94M
|
+314,444
|
+7%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$109M
|
+$34.7M
|
+1,375,722
|
+46%
|
|
|
6
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$75.6M
|
+$6.48M
|
+256,526
|
+9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$68.4M
|
+$8.46M
|
+334,766
|
+14%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$45.2M
|
+$4.21M
|
+166,528
|
+10%
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$36.2M
|
+$893K
|
+35,346
|
+3%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$34.4M
|
+$1.77M
|
+69,960
|
+5%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.8M
|
+$1.34M
|
+52,926
|
+4%
|
|
|
12
|
Total Investment Management
Scottsdale,
Arizona
|
$30.9M
|
+$549K
|
+21,730
|
+2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.4M
|
+$1.55M
|
+61,536
|
+6%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$28.7M
|
-$3.82M
|
-151,420
|
-12%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$25.7M
|
+$583K
|
+23,088
|
+2%
|
|
|
16
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$21.9M
|
+$827K
|
+32,736
|
+4%
|
|
|
17
|
Cooper/Haims Advisors
Victor,
New York
|
$21.4M
|
+$3.12M
|
+123,570
|
+17%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$21M
|
+$744K
|
+29,446
|
+4%
|
|
|
19
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$20.5M
|
+$2.22M
|
+87,926
|
+12%
|
|
|
20
|
Ancora Advisors
Cleveland,
Ohio
|
$20.4M
|
+$524K
|
+20,758
|
+3%
|
|
|
21
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$19.9M
|
+$1.59M
|
+63,040
|
+9%
|
|
|
22
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$19.9M
|
+$1.59M
|
+63,040
|
+9%
|
|
|
23
|
Dragon Financial & Investment Group
San Mateo,
California
|
$19M
|
-$2.19M
|
-86,624
|
-10%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$18.4M
|
-$2.45M
|
-97,014
|
-12%
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$18.1M
|
+$1.37M
|
+54,058
|
+8%
|
|
