|
1
|
Charles Schwab
San Francisco,
California
|
$1.05B
|
+$61.5M
|
+2,244,020
|
+6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$282M
|
+$21.9M
|
+799,154
|
+8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$195M
|
+$3.08M
|
+112,154
|
+2%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$191M
|
+$10.5M
|
+383,620
|
+6%
|
|
|
5
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$183M
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$173M
|
+$4.89M
|
+178,212
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$9.09M
|
+331,542
|
+7%
|
|
|
8
|
Rational Advisors
Huntington,
New York
|
$124M
|
+$52.6M
|
+1,917,440
|
+73%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$112M
|
-$6.07M
|
-221,272
|
-5%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$107M
|
-$2.31M
|
-84,320
|
-2%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$71.5M
|
+$5.84M
|
+213,072
|
+9%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$70M
|
+$639K
|
+23,312
|
+0.9%
|
|
|
13
|
Rockbridge Investment Management
Syracuse,
New York
|
$68.9M
|
+$6.58M
|
+240,156
|
+10%
|
|
|
14
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$66.5M
|
+$1.98M
|
+72,372
|
+3%
|
|
|
15
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$65.4M
|
+$4.44M
|
+161,962
|
+7%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$62.5M
|
+$4.72M
|
+172,178
|
+8%
|
|
|
17
|
JBJ Investment Partners
Charleston,
South Carolina
|
$56.4M
|
+$1.34M
|
+48,820
|
+2%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$55M
|
-$138K
|
-5,024
|
-0.2%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$54.8M
|
-$1.86M
|
-67,868
|
-3%
|
|
|
20
|
Apriem Advisors
Irvine,
California
|
$50.7M
|
+$13.7M
|
+500,040
|
+37%
|
|
|
21
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$48.7M
|
+$2.17M
|
+79,216
|
+5%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$38.4M
|
+$25.5M
|
+931,430
|
+192%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
$36.3M
|
+$1.99M
|
+72,710
|
+6%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$36.1M
|
+$2.86M
|
+104,450
|
+9%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$33.3M
|
+$1.35M
|
+49,196
|
+4%
|
|
