|
1
|
Charles Schwab
San Francisco,
California
|
$284M
|
+$23.2M
|
+927,984
|
+9%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$170M
|
+$20.8M
|
+832,530
|
+14%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$166M
|
+$49.1M
|
+1,965,114
|
+45%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$129M
|
+$120M
|
+4,807,480
|
+1,714%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$109M
|
-$21.5M
|
-862,548
|
-17%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$105M
|
-$21.3M
|
-852,202
|
-17%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$88M
|
+$18.9M
|
+755,256
|
+28%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$60.6M
|
-$15.3M
|
-614,348
|
-20%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$51.6M
|
+$6M
|
+240,320
|
+13%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$50.9M
|
+$14.2M
|
+567,614
|
+39%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34.9M
|
+$5.21M
|
+208,468
|
+18%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$30.2M
|
-$4.39M
|
-175,800
|
-13%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$29.9M
|
+$930K
|
+37,228
|
+3%
|
|
|
14
|
Cooper/Haims Advisors
Victor,
New York
|
$24.1M
|
+$2.59M
|
+103,760
|
+12%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$23.8M
|
+$23.5M
|
+941,160
|
New
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.5M
|
+$7.5M
|
+300,438
|
+48%
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$23.5M
|
+$2.35M
|
+94,190
|
+11%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$21M
|
-$1.06M
|
-42,418
|
-5%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$20M
|
+$1.47M
|
+58,736
|
+8%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.5M
|
-$14.3M
|
-574,022
|
-43%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$19.5M
|
-$1.05M
|
-41,860
|
-5%
|
|
|
22
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$19.4M
|
-$624K
|
-24,990
|
-3%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$19.4M
|
-$624K
|
-24,990
|
-3%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$18.5M
|
+$1.45M
|
+58,042
|
+9%
|
|
|
25
|
Total Investment Management
Scottsdale,
Arizona
|
$17.2M
|
-$13.8M
|
-552,768
|
-45%
|
|
