|
1
|
Charles Schwab
San Francisco,
California
|
$342M
|
+$50.6M
|
+1,983,316
|
+18%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$177M
|
+$2.21M
|
+86,550
|
+1%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$145M
|
+$32.4M
|
+1,270,428
|
+29%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
+$13.6M
|
+534,702
|
+15%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$98M
|
-$8.34M
|
-326,960
|
-8%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$74.1M
|
-$88M
|
-3,451,058
|
-55%
|
|
|
7
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$65.3M
|
+$3.18M
|
+124,596
|
+5%
|
|
|
8
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$45.5M
|
-$6.13M
|
-240,202
|
-12%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$38.6M
|
+$38M
|
+1,489,876
|
New
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$37.7M
|
+$6.97M
|
+273,336
|
+23%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$37.4M
|
+$31.7M
|
+1,242,628
|
+623%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$33.9M
|
+$2.86M
|
+112,236
|
+9%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.9M
|
-$3.81M
|
-149,332
|
-11%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$27M
|
+$6.36M
|
+249,344
|
+31%
|
|
|
15
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$25.2M
|
+$23M
|
+902,178
|
+1,322%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$24.9M
|
+$459K
|
+17,994
|
+2%
|
|
|
17
|
TimeScale Financial
Danvers,
Massachusetts
|
$23.8M
|
+$11.7M
|
+459,668
|
+101%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$23M
|
+$1.48M
|
+58,006
|
+7%
|
|
|
19
|
Cooper/Haims Advisors
Victor,
New York
|
$21.8M
|
-$2.87M
|
-112,606
|
-12%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$21.6M
|
+$2.64M
|
+103,590
|
+14%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$21.1M
|
+$1.08M
|
+42,512
|
+6%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.7M
|
+$659K
|
+25,832
|
+3%
|
|
|
23
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$19.3M
|
-$591K
|
-23,176
|
-3%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$19.3M
|
-$591K
|
-23,176
|
-3%
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$18.8M
|
+$2.49M
|
+97,694
|
+16%
|
|
