|
1
|
Charles Schwab
San Francisco,
California
|
$895M
|
+$136M
|
+4,941,528
|
+17%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$243M
|
+$31.1M
|
+1,133,794
|
+14%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$185M
|
+$13.9M
|
+507,230
|
+8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$184M
|
+$956K
|
+34,820
|
+0.5%
|
|
|
5
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$182M
|
–
|
–
|
–
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$159M
|
+$15.9M
|
+579,176
|
+11%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$136M
|
+$10.1M
|
+366,776
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$5.19M
|
+189,024
|
+5%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$69.1M
|
+$1.48M
|
+53,832
|
+2%
|
|
|
10
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$66.3M
|
-$162K
|
-5,890
|
-0.2%
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$63.4M
|
-$16.3M
|
-594,796
|
-20%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$57.7M
|
+$6.25M
|
+227,646
|
+12%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$55.8M
|
-$3.1M
|
-112,902
|
-5%
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$54.9M
|
+$1.74M
|
+63,256
|
+3%
|
|
|
15
|
Rockbridge Investment Management
Syracuse,
New York
|
$53.7M
|
+$8.37M
|
+305,030
|
+18%
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$51.1M
|
-$6.81M
|
-248,008
|
-12%
|
|
|
17
|
JBJ Investment Partners
Charleston,
South Carolina
|
$50.9M
|
+$3.11M
|
+113,396
|
+6%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$49.7M
|
+$7.43M
|
+270,596
|
+17%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$47.9M
|
+$5.36M
|
+195,166
|
+12%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$46M
|
-$1.18M
|
-42,924
|
-2%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$42.6M
|
+$743K
|
+27,056
|
+2%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$40.7M
|
+$5.18M
|
+188,530
|
+14%
|
|
|
23
|
Rational Advisors
Huntington,
New York
|
$35.8M
|
+$18.4M
|
+668,776
|
+102%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$31.9M
|
+$3.05M
|
+110,962
|
+10%
|
|
|
25
|
Total Wealth Planning
Cincinnati,
Ohio
|
$31.6M
|
+$3M
|
+109,402
|
+10%
|
|
