|
1
|
Charles Schwab
San Francisco,
California
|
$515M
|
+$5.17M
|
+191,566
|
+1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$198M
|
+$44.8M
|
+1,660,024
|
+30%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$149M
|
-$16M
|
-590,872
|
-10%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$142M
|
-$12.1M
|
-447,080
|
-8%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$132M
|
-$17.2M
|
-638,688
|
-12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
+$6.37M
|
+236,004
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$65.8M
|
+2,437,504
|
+157%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$93.7M
|
-$16.4M
|
-608,816
|
-15%
|
|
|
9
|
|
$70.1M
|
+$69.8M
|
+2,583,500
|
New
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$67.6M
|
+$8.45M
|
+312,778
|
+14%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$60.1M
|
+$16M
|
+592,200
|
+37%
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
$56.8M
|
-$3.1M
|
-114,628
|
-5%
|
|
|
13
|
TimeScale Financial
Danvers,
Massachusetts
|
$52.9M
|
+$904K
|
+33,472
|
+2%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$51.5M
|
+$1.21M
|
+44,852
|
+2%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$51.3M
|
+$2.59M
|
+95,798
|
+5%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$47.9M
|
-$6.52M
|
-241,558
|
-12%
|
|
|
17
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$41.6M
|
+$6.41M
|
+237,188
|
+18%
|
|
|
18
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$40.5M
|
+$40.3M
|
+1,491,764
|
New
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$39.1M
|
+$3.79M
|
+140,262
|
+11%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$33.4M
|
-$457K
|
-16,938
|
-1%
|
|
|
21
|
JBJ Investment Partners
Charleston,
South Carolina
|
$27.6M
|
-$1.26M
|
-46,784
|
-4%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$26.1M
|
+$1.4M
|
+51,932
|
+6%
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$25.5M
|
-$733K
|
-27,150
|
-3%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$25.3M
|
+$1.29M
|
+47,712
|
+5%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$25.3M
|
+$1.29M
|
+47,714
|
+5%
|
|
