|
1
|
Charles Schwab
San Francisco,
California
|
$1.04B
|
+$108M
|
+4,647,166
|
+12%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$148M
|
+$64.4M
|
+2,768,934
|
+78%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$130M
|
+$28.7M
|
+1,232,730
|
+29%
|
|
|
4
|
Rational Advisors
Huntington,
New York
|
$115M
|
+$114M
|
+4,895,392
|
New
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$112M
|
+$1.74M
|
+74,824
|
+2%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$104M
|
-$10.8M
|
-462,508
|
-9%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$95.8M
|
-$181M
|
-7,778,294
|
-66%
|
|
|
8
|
|
$90.1M
|
-$4.18M
|
-179,820
|
-4%
|
|
|
9
|
Rockbridge Investment Management
Syracuse,
New York
|
$86.2M
|
+$7.54M
|
+324,136
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.8M
|
-$1.76M
|
-75,580
|
-2%
|
|
|
11
|
Baker Avenue Asset Management
San Francisco,
California
|
$72M
|
+$900K
|
+38,696
|
+1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$69.2M
|
+$68.6M
|
+2,949,950
|
New
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$65.8M
|
-$1.29M
|
-55,230
|
-2%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$52.1M
|
-$61.6M
|
-2,645,548
|
-54%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$47.8M
|
+$5.33M
|
+228,922
|
+13%
|
|
|
16
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$46.6M
|
+$46.3M
|
+1,990,000
|
New
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$45.3M
|
+$400K
|
+17,204
|
+0.9%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
-$2.64M
|
-113,554
|
-6%
|
|
|
19
|
|
$41.6M
|
+$5.46M
|
+234,594
|
+15%
|
|
|
20
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$41.2M
|
+$930K
|
+39,980
|
+2%
|
|
|
21
|
Charles Schwab Trust
Henderson,
Nevada
|
$40.9M
|
+$1.76M
|
+75,586
|
+5%
|
|
|
22
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$38.9M
|
+$14.7M
|
+630,168
|
+61%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
$35.9M
|
+$1.76M
|
+75,500
|
+5%
|
|
|
24
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$33.1M
|
+$8.36M
|
+359,360
|
+34%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.4M
|
-$1.81M
|
-77,878
|
-6%
|
|
