|
1
|
Charles Schwab
San Francisco,
California
|
$671M
|
+$67M
|
+2,377,080
|
+11%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$260M
|
+$16.8M
|
+595,914
|
+7%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$196M
|
+$32.4M
|
+1,149,524
|
+20%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$190M
|
–
|
–
|
–
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$171M
|
+$4.8M
|
+170,024
|
+3%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$124M
|
-$1.78M
|
-63,268
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.6M
|
-$14M
|
-496,646
|
-15%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$81.3M
|
+$8.92M
|
+316,166
|
+12%
|
|
|
9
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$65.1M
|
+$4.19M
|
+148,546
|
+7%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$60.7M
|
+$4.07M
|
+144,156
|
+7%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$60.1M
|
+$2.86M
|
+101,382
|
+5%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$59.6M
|
+$461K
|
+16,334
|
+0.8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$57.4M
|
+$3.05M
|
+108,196
|
+6%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$56.3M
|
+$3.28M
|
+116,202
|
+6%
|
|
|
15
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$53M
|
+$2.13M
|
+75,524
|
+4%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$48.8M
|
+$3.45M
|
+122,274
|
+8%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$48.6M
|
+$54.4K
|
+1,930
|
+0.1%
|
|
|
18
|
JBJ Investment Partners
Charleston,
South Carolina
|
$46.6M
|
+$17.1M
|
+607,236
|
+58%
|
|
|
19
|
|
$40.4M
|
+$38.8M
|
+1,375,186
|
+2,130%
|
|
|
20
|
Rockbridge Investment Management
Syracuse,
New York
|
$40.3M
|
+$8.48M
|
+300,816
|
+26%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$39.9M
|
+$2.78M
|
+98,510
|
+7%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
$38.5M
|
+$2.63M
|
+93,286
|
+7%
|
|
|
23
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$33.4M
|
+$2.96M
|
+104,802
|
+10%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$31M
|
+$1.73M
|
+61,358
|
+6%
|
|
|
25
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$28.8M
|
+$2.28M
|
+80,824
|
+9%
|
|
