|
1
|
Charles Schwab
San Francisco,
California
|
$983M
|
-$57.4M
|
-2,209,298
|
-5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$297M
|
+$17.6M
|
+676,974
|
+6%
|
|
|
3
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$243M
|
+$4.86M
|
+186,968
|
New
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$225M
|
+$61.7M
|
+2,374,552
|
+36%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$193M
|
+$5.99M
|
+230,784
|
+3%
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$172M
|
+$1.4M
|
+53,916
|
+0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$144M
|
+$868K
|
+33,422
|
+0.6%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$103M
|
-$941K
|
-36,216
|
-0.9%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$96.9M
|
-$92.9M
|
-3,578,290
|
-48%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$76.4M
|
+$1.12M
|
+42,964
|
+1%
|
|
|
11
|
Rockbridge Investment Management
Syracuse,
New York
|
$76M
|
+$5.43M
|
+209,118
|
+7%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$73.4M
|
+$1.09M
|
+42,048
|
+1%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$69.4M
|
+$2.02M
|
+77,714
|
+3%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$63.7M
|
+$151K
|
+5,824
|
+0.2%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$56.5M
|
+$39.1M
|
+1,505,308
|
+206%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$55.4M
|
+$54.9M
|
+2,115,440
|
+2,732%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$52.3M
|
-$50.4M
|
-1,939,228
|
-48%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$46.9M
|
+$957K
|
+36,844
|
+2%
|
|
|
19
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$46.4M
|
-$21M
|
-807,928
|
-31%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$44.8M
|
-$5.55M
|
-213,834
|
-11%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$44M
|
-$857K
|
-32,984
|
-2%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$41.5M
|
-$6.19M
|
-238,316
|
-13%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
$33.3M
|
+$9.26M
|
+356,378
|
+37%
|
|
|
24
|
Apriem Advisors
Irvine,
California
|
$32.5M
|
-$1.44M
|
-55,564
|
-4%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$32.1M
|
+$1.05M
|
+40,520
|
+3%
|
|
