|
1
|
Charles Schwab
San Francisco,
California
|
$999M
|
+$92.4M
|
+3,406,524
|
+10%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$265M
|
+$18.1M
|
+666,230
|
+7%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$193M
|
+$5.49M
|
+202,162
|
+3%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$185M
|
–
|
–
|
–
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$182M
|
+$20.6M
|
+760,044
|
+13%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$169M
|
-$17.2M
|
-632,834
|
-9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
+$9.97M
|
+367,506
|
+9%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$118M
|
-$19.1M
|
-703,112
|
-14%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$110M
|
+$66.7M
|
+2,456,422
|
+156%
|
|
|
10
|
Rational Advisors
Huntington,
New York
|
$72M
|
+$35.6M
|
+1,312,182
|
+99%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$69.8M
|
-$107K
|
-3,934
|
-0.2%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$66.6M
|
+$7.68M
|
+283,090
|
+13%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$65M
|
+$748K
|
+27,558
|
+1%
|
|
|
14
|
Rockbridge Investment Management
Syracuse,
New York
|
$62.7M
|
+$8.39M
|
+309,098
|
+16%
|
|
|
15
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$61.4M
|
+$5.8M
|
+213,720
|
+11%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$58.2M
|
+$9.67M
|
+356,278
|
+20%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$57M
|
+$524K
|
+19,312
|
+0.9%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$55.5M
|
+$5.14M
|
+189,492
|
+10%
|
|
|
19
|
JBJ Investment Partners
Charleston,
South Carolina
|
$55.5M
|
+$3.97M
|
+146,244
|
+8%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$48.8M
|
+$2.14M
|
+78,926
|
+5%
|
|
|
21
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$47M
|
+$5.69M
|
+209,646
|
+14%
|
|
|
22
|
Apriem Advisors
Irvine,
California
|
$37.4M
|
-$14.3M
|
-525,348
|
-28%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
$34.5M
|
+$2.56M
|
+94,240
|
+8%
|
|
|
24
|
Ferris Capital
Marlborough,
Massachusetts
|
$34.5M
|
+$34.3M
|
+1,264,632
|
New
|
|
|
25
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$33.5M
|
+$1.23M
|
+45,342
|
+4%
|
|
