|
1
|
Charles Schwab
San Francisco,
California
|
$851M
|
+$6.82M
|
+286,414
|
+0.8%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$289M
|
+$4.99M
|
+209,788
|
+2%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$150M
|
-$15.9M
|
-667,804
|
-9%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$110M
|
–
|
–
|
–
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$107M
|
+$2.31M
|
+97,070
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.2M
|
-$20.5M
|
-863,070
|
-17%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$91.7M
|
-$101M
|
-4,223,762
|
-52%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$78.7M
|
-$1.77M
|
-74,424
|
-2%
|
|
|
9
|
Rockbridge Investment Management
Syracuse,
New York
|
$73.2M
|
+$2.32M
|
+97,352
|
+3%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$64.3M
|
-$6.1M
|
-256,230
|
-8%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$63.7M
|
-$796K
|
-33,452
|
-1%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$41.3M
|
+$653K
|
+27,414
|
+2%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$39.7M
|
-$5.69M
|
-238,820
|
-12%
|
|
|
14
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$39.2M
|
+$2.16M
|
+90,698
|
+6%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$34.2M
|
-$11.6M
|
-486,770
|
-24%
|
|
|
16
|
|
$33.5M
|
-$30.5M
|
-1,283,160
|
-46%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$33.3M
|
-$3.63M
|
-152,288
|
-9%
|
|
|
18
|
Total Wealth Planning
Cincinnati,
Ohio
|
$30.3M
|
+$2.21M
|
+92,718
|
+7%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$28.9M
|
-$9.37M
|
-393,534
|
-24%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
-$1.89M
|
-79,406
|
-6%
|
|
|
21
|
Apriem Advisors
Irvine,
California
|
$26M
|
-$2.73M
|
-114,672
|
-9%
|
|
|
22
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$23.5M
|
-$1.83M
|
-76,936
|
-7%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$23.5M
|
-$1.83M
|
-76,936
|
-7%
|
|
|
24
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$22.8M
|
+$1.13M
|
+47,360
|
+5%
|
|
|
25
|
American Trust
Lexington,
Kentucky
|
$22.1M
|
-$4.34M
|
-182,454
|
-16%
|
|
