|
1
|
Charles Schwab
San Francisco,
California
|
$502M
|
+$91.6M
|
+3,417,844
|
+22%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$184M
|
–
|
–
|
–
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$162M
|
+$4.23M
|
+157,932
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$150M
|
+$13M
|
+486,882
|
+9%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$148M
|
+$12.4M
|
+461,714
|
+9%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$147M
|
+$12.1M
|
+450,144
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
-$35.2M
|
-1,313,258
|
-24%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$109M
|
+$15.6M
|
+581,730
|
+17%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$59M
|
+$19.2M
|
+716,430
|
+48%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$58.2M
|
+$16.1M
|
+601,788
|
+38%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$53.6M
|
-$4.98M
|
-185,812
|
-8%
|
|
|
12
|
TimeScale Financial
Danvers,
Massachusetts
|
$51.2M
|
+$7.39M
|
+275,682
|
+17%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$49.5M
|
+$6.8M
|
+253,810
|
+16%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$47.8M
|
+$13.4M
|
+498,650
|
+39%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$43.3M
|
+$273K
|
+10,188
|
+0.6%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$41.6M
|
+$1.38M
|
+51,374
|
+3%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$34.8M
|
+$3.86M
|
+143,934
|
+12%
|
|
|
18
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$34.6M
|
+$11.6M
|
+431,654
|
+50%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$33.3M
|
+$3.74M
|
+139,384
|
+13%
|
|
|
20
|
JBJ Investment Partners
Charleston,
South Carolina
|
$28.4M
|
+$8.39M
|
+312,996
|
+42%
|
|
|
21
|
Total Wealth Planning
Cincinnati,
Ohio
|
$27.9M
|
+$753K
|
+28,110
|
+3%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$27.8M
|
-$563K
|
-20,992
|
-2%
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$25.8M
|
+$1.05M
|
+39,254
|
+4%
|
|
|
24
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$25.7M
|
+$162K
|
+6,050
|
+0.6%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$25.2M
|
+$3.03M
|
+112,934
|
+14%
|
|
