|
1
|
Charles Schwab
San Francisco,
California
|
$1.11B
|
+$60.3M
|
+2,231,146
|
+6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$292M
|
+$18M
|
+665,954
|
+6%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$200M
|
+$6M
|
+221,998
|
+3%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$199M
|
+$8.95M
|
+331,108
|
+5%
|
|
|
5
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$182M
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$178M
|
+$6.69M
|
+247,438
|
+4%
|
|
|
7
|
Rational Advisors
Huntington,
New York
|
$155M
|
+$31.9M
|
+1,180,684
|
+26%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$153M
|
+$23.5M
|
+869,486
|
+18%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$110M
|
-$459K
|
-16,962
|
-0.4%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$108M
|
+$46.1M
|
+1,705,228
|
+74%
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$80.3M
|
+$14.3M
|
+527,654
|
+22%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$77.1M
|
+$6.08M
|
+225,078
|
+9%
|
|
|
13
|
Rockbridge Investment Management
Syracuse,
New York
|
$75.8M
|
+$7.37M
|
+272,730
|
+11%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$71.8M
|
-$34.7M
|
-1,285,406
|
-33%
|
|
|
15
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$71.2M
|
+$6.26M
|
+231,392
|
+10%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$67.8M
|
-$1.76M
|
-65,266
|
-3%
|
|
|
17
|
JBJ Investment Partners
Charleston,
South Carolina
|
$59.9M
|
+$3.81M
|
+140,842
|
+7%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$53.5M
|
-$851K
|
-31,488
|
-2%
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$50.6M
|
+$2.24M
|
+82,786
|
+5%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$49M
|
+$32.8M
|
+1,214,232
|
+201%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$49M
|
-$5.7M
|
-210,958
|
-10%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$47.8M
|
+$32.4M
|
+1,199,590
|
+210%
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
$36.2M
|
-$14.3M
|
-527,248
|
-28%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$33.2M
|
+$116K
|
+4,282
|
+0.3%
|
|
|
25
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$33.2M
|
+$116K
|
+4,282
|
+0.3%
|
|
