|
1
|
Charles Schwab
San Francisco,
California
|
$792M
|
+$121M
|
+4,320,444
|
+18%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$218M
|
+$23.9M
|
+854,004
|
+12%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$190M
|
-$69.6M
|
-2,487,486
|
-27%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$189M
|
–
|
–
|
–
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$178M
|
+$7.91M
|
+283,022
|
+5%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$149M
|
+$88.6M
|
+3,167,834
|
+146%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$131M
|
+$6.71M
|
+239,922
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$28.1M
|
+1,005,660
|
+35%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$82.5M
|
+$1.32M
|
+47,200
|
+2%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$70.2M
|
+$14M
|
+500,242
|
+25%
|
|
|
11
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$66.5M
|
+$1.48M
|
+52,916
|
+2%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$61.1M
|
+$1.47M
|
+52,592
|
+2%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$60M
|
+$18.3K
|
+656
|
+0%
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$55.2M
|
+$2.27M
|
+81,058
|
+4%
|
|
|
15
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$52.9M
|
+$13.7M
|
+490,020
|
+34%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$52.5M
|
-$4.88M
|
-174,600
|
-9%
|
|
|
17
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$49.9M
|
+$38M
|
+1,360,604
|
+324%
|
|
|
18
|
JBJ Investment Partners
Charleston,
South Carolina
|
$49.6M
|
+$3.06M
|
+109,342
|
+7%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$49M
|
+$431K
|
+15,402
|
+0.9%
|
|
|
20
|
Rockbridge Investment Management
Syracuse,
New York
|
$47.2M
|
+$6.91M
|
+247,066
|
+17%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$44.3M
|
+$13.3M
|
+474,476
|
+43%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
$44.1M
|
+$5.61M
|
+200,576
|
+15%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$43.5M
|
-$5.32M
|
-190,262
|
-11%
|
|
|
24
|
Reby Advisors
Danbury,
Connecticut
|
$38.7M
|
+$38.6M
|
+1,381,264
|
New
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$36.9M
|
+$3.57M
|
+127,714
|
+11%
|
|
