|
1
|
Charles Schwab
San Francisco,
California
|
$379M
|
+$28.8M
|
+1,105,512
|
+8%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$182M
|
+$1.38M
|
+52,888
|
+0.8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$156M
|
+$8M
|
+307,662
|
+5%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$126M
|
+$24.8M
|
+953,244
|
+25%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$115M
|
+$8.93M
|
+343,526
|
+9%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$97.6M
|
+$95.4M
|
+3,667,136
|
+26,153%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$79.7M
|
+$3.98M
|
+152,876
|
+5%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$70.8M
|
+$4.01M
|
+154,030
|
+6%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$70.7M
|
+$48.7M
|
+1,871,332
|
+235%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$41M
|
+$2.43M
|
+93,298
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$40M
|
+$1.72M
|
+66,284
|
+5%
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
$39.8M
|
+$317K
|
+12,202
|
+0.8%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$37.1M
|
+$34.8M
|
+1,337,822
|
+2,189%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$32.1M
|
+$4.44M
|
+170,588
|
+16%
|
|
|
15
|
TimeScale Financial
Danvers,
Massachusetts
|
$32M
|
+$7.63M
|
+293,174
|
+32%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.4M
|
-$5.15M
|
-197,874
|
-16%
|
|
|
17
|
Total Wealth Planning
Cincinnati,
Ohio
|
$26.2M
|
+$751K
|
+28,894
|
+3%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$25.7M
|
+$2.14M
|
+82,198
|
+9%
|
|
|
19
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$25.1M
|
-$556K
|
-21,366
|
-2%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$25M
|
+$2.86M
|
+109,784
|
+13%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24.1M
|
+$5.58M
|
+214,504
|
+31%
|
|
|
22
|
Ancora Advisors
Cleveland,
Ohio
|
$23.7M
|
+$2.17M
|
+83,286
|
+10%
|
|
|
23
|
Cooper/Haims Advisors
Victor,
New York
|
$23.4M
|
+$1.04M
|
+39,868
|
+5%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$21.6M
|
+$1.85M
|
+71,322
|
+10%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$21.6M
|
+$1.86M
|
+71,324
|
+10%
|
|
