|
1
|
Charles Schwab
San Francisco,
California
|
$414M
|
+$28.3M
|
+1,058,706
|
+7%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$185M
|
–
|
–
|
–
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$159M
|
+$193K
|
+7,206
|
+0.1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
+$126M
|
+4,697,790
|
+604%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$138M
|
+$20.9M
|
+782,092
|
+18%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$137M
|
+$55.1M
|
+2,061,836
|
+69%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$136M
|
+$8.38M
|
+313,142
|
+7%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$93.7M
|
-$5.35M
|
-200,126
|
-5%
|
|
|
9
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$59.1M
|
-$12.8M
|
-479,060
|
-18%
|
|
|
10
|
TimeScale Financial
Danvers,
Massachusetts
|
$44.2M
|
+$11.5M
|
+431,044
|
+36%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$43.4M
|
+$1.72M
|
+64,174
|
+4%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$43.1M
|
-$28.6M
|
-1,068,846
|
-40%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$42.4M
|
+$4.72M
|
+176,608
|
+13%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
-$108K
|
-4,040
|
-0.3%
|
|
|
15
|
Apriem Advisors
Irvine,
California
|
$40.2M
|
-$254K
|
-9,502
|
-0.6%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$34.8M
|
+$2.13M
|
+79,524
|
+7%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$31.2M
|
+$6.64M
|
+248,298
|
+27%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$29.8M
|
+$3.69M
|
+137,970
|
+14%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$28.6M
|
+$3.12M
|
+116,780
|
+12%
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
$27.4M
|
+$785K
|
+29,336
|
+3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.2M
|
-$604K
|
-22,580
|
-2%
|
|
|
22
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$25.6M
|
+$41.1K
|
+1,536
|
+0.2%
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$25M
|
+$852K
|
+31,864
|
+4%
|
|
|
24
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$23.3M
|
+$2.2M
|
+82,302
|
+11%
|
|
|
25
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$23.3M
|
+$23M
|
+860,540
|
+19,089%
|
|
