|
1
|
Charles Schwab
San Francisco,
California
|
$909M
|
+$51.1M
|
+2,246,560
|
+6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$279M
|
-$22.5M
|
-989,390
|
-8%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$112M
|
-$39.4M
|
-1,728,510
|
-26%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$111M
|
+$89.9M
|
+3,949,648
|
+430%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$107M
|
-$886K
|
-38,920
|
-0.8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$98.3M
|
+$8.38M
|
+368,202
|
+9%
|
|
|
7
|
|
$91.8M
|
+$91.6M
|
+4,022,602
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.2M
|
-$11.7M
|
-515,330
|
-12%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$80.8M
|
+$1.55M
|
+67,914
|
+2%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$77.1M
|
+$1.14M
|
+50,230
|
+2%
|
|
|
11
|
Rockbridge Investment Management
Syracuse,
New York
|
$76.5M
|
+$2.78M
|
+122,034
|
+4%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$69.2M
|
+$69M
|
+3,031,336
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$18M
|
+788,896
|
+64%
|
|
|
14
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$43.7M
|
-$21M
|
-922,086
|
-32%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$41.3M
|
+$1.3M
|
+56,948
|
+3%
|
|
|
16
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$39.2M
|
-$322K
|
-14,152
|
-0.8%
|
|
|
17
|
Charles Schwab Trust
Henderson,
Nevada
|
$38.1M
|
+$22.9M
|
+1,007,024
|
+152%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$37.1M
|
-$4.47M
|
-196,436
|
-11%
|
|
|
19
|
|
$35.2M
|
+$1.43M
|
+62,772
|
+4%
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
$33.2M
|
+$2.68M
|
+117,654
|
+9%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$31.3M
|
-$2.25M
|
-98,786
|
-7%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$29.5M
|
+$29.4M
|
+1,292,290
|
New
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$27.5M
|
-$6.93M
|
-304,478
|
-20%
|
|
|
24
|
Apriem Advisors
Irvine,
California
|
$25.5M
|
-$598K
|
-26,258
|
-2%
|
|
|
25
|
American Trust
Lexington,
Kentucky
|
$24.8M
|
+$2.52M
|
+110,822
|
+11%
|
|
