|
1
|
Charles Schwab
San Francisco,
California
|
$892M
|
-$38.4M
|
-1,587,030
|
-4%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$301M
|
+$20.8M
|
+861,112
|
+7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$195M
|
-$19.8M
|
-818,164
|
-9%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$175M
|
-$7.59M
|
-313,418
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
-$14.5M
|
-598,148
|
-10%
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$116M
|
-$47.8M
|
-1,975,938
|
-29%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$111M
|
+$13.8M
|
+568,720
|
+14%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$84.9M
|
-$6.97M
|
-287,774
|
-8%
|
|
|
9
|
Rockbridge Investment Management
Syracuse,
New York
|
$75M
|
+$2.7M
|
+111,662
|
+4%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$74.1M
|
+$1.74M
|
+71,802
|
+2%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$68.1M
|
-$1.42M
|
-58,826
|
-2%
|
|
|
12
|
|
$66.1M
|
+$50.2M
|
+2,076,058
|
+303%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$57.7M
|
+$44.6M
|
+1,842,392
|
+324%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$47.8M
|
-$18M
|
-745,142
|
-27%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$47.7M
|
-$1.9M
|
-78,494
|
-4%
|
|
|
16
|
Krilogy Financial
St. Louis,
Missouri
|
$42.9M
|
-$1.47M
|
-60,658
|
-3%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$40M
|
-$2.5M
|
-103,392
|
-6%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$39.2M
|
-$4.41K
|
-182
|
-0%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$38.9M
|
-$2.8M
|
-115,772
|
-7%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$34.7M
|
-$19M
|
-784,482
|
-35%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
+$10.8M
|
+446,696
|
+52%
|
|
|
22
|
Apriem Advisors
Irvine,
California
|
$30.2M
|
-$642K
|
-26,526
|
-2%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
$29.8M
|
-$1.73M
|
-71,356
|
-5%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$26.7M
|
-$3.82M
|
-157,750
|
-12%
|
|
|
25
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$26.7M
|
-$3.82M
|
-157,750
|
-12%
|
|
