|
1
|
Charles Schwab
San Francisco,
California
|
$606M
|
+$72M
|
+2,587,472
|
+14%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$244M
|
+$38.5M
|
+1,384,408
|
+19%
|
|
|
3
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$190M
|
+$188M
|
+6,762,610
|
New
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$166M
|
+$12.2M
|
+439,086
|
+8%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$165M
|
+$20.9M
|
+749,690
|
+15%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$126M
|
-$10.7M
|
-384,748
|
-8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.8M
|
-$27.5M
|
-989,456
|
-22%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$72.6M
|
+$2.59M
|
+92,920
|
+4%
|
|
|
9
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$61.1M
|
+$18.9M
|
+680,212
|
+46%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$59.4M
|
-$2.88M
|
-103,542
|
-5%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$57.4M
|
-$1.49M
|
-53,498
|
-3%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$56.8M
|
+$3.42M
|
+122,868
|
+6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$54.5M
|
-$57.1M
|
-2,053,666
|
-51%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$53.1M
|
+$94.1K
|
+3,382
|
+0.2%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$52.6M
|
+$33.4M
|
+1,200,004
|
+179%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$51M
|
+$1.34M
|
+48,022
|
+3%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$48.7M
|
+$8.08M
|
+290,426
|
+20%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$45.5M
|
-$51M
|
-1,834,578
|
-53%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$37.2M
|
+$2.58M
|
+92,824
|
+8%
|
|
|
20
|
Krilogy Financial
St. Louis,
Missouri
|
$36M
|
+$19.4M
|
+695,984
|
+119%
|
|
|
21
|
|
$34.3M
|
+$30.6M
|
+1,099,422
|
+903%
|
|
|
22
|
Rockbridge Investment Management
Syracuse,
New York
|
$31.9M
|
+$31.6M
|
+1,136,096
|
New
|
|
|
23
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$30.5M
|
+$3.46M
|
+124,320
|
+13%
|
|
|
24
|
JBJ Investment Partners
Charleston,
South Carolina
|
$29.7M
|
+$1.1M
|
+39,538
|
+4%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$29.4M
|
+$3.24M
|
+116,378
|
+13%
|
|
