|
1
|
Charles Schwab
San Francisco,
California
|
$1.1B
|
+$76.3M
|
+3,281,158
|
+7%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$148M
|
+$2.58M
|
+110,876
|
+2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$139M
|
+$11M
|
+474,650
|
+9%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$114M
|
+$3.63M
|
+156,024
|
+3%
|
|
|
5
|
Rational Advisors
Huntington,
New York
|
$111M
|
-$1.99M
|
-85,638
|
-2%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$92.5M
|
-$10.2M
|
-436,456
|
-10%
|
|
|
7
|
Rockbridge Investment Management
Syracuse,
New York
|
$90.8M
|
+$6.04M
|
+259,510
|
+7%
|
|
|
8
|
|
$88.4M
|
-$278K
|
-11,944
|
-0.3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.2M
|
-$2.18M
|
-93,538
|
-3%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$74.2M
|
-$20.2M
|
-870,082
|
-21%
|
|
|
11
|
Baker Avenue Asset Management
San Francisco,
California
|
$73.5M
|
+$2.65M
|
+113,940
|
+4%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$68.1M
|
+$3.44M
|
+147,632
|
+5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$47.7M
|
+$680K
|
+29,232
|
+1%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$46.6M
|
-$4.71M
|
-202,506
|
-9%
|
|
|
15
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$45.8M
|
+$7.62M
|
+327,298
|
+20%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$45.2M
|
+$4.75M
|
+204,092
|
+12%
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$44.6M
|
-$34.1K
|
-1,466
|
-0.1%
|
|
|
18
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$43.3M
|
-$2.63M
|
-113,000
|
-6%
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$41.6M
|
+$1.12M
|
+48,278
|
+3%
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
$36.1M
|
+$752K
|
+32,324
|
+2%
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$33.7M
|
+$1.19M
|
+51,058
|
+4%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$31M
|
+$4.16M
|
+178,842
|
+15%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$27.8M
|
-$2.12M
|
-90,998
|
-7%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$26.3M
|
-$17.7M
|
-760,524
|
-40%
|
|
|
25
|
Theory Financial
Fort Collins,
Colorado
|
$25.9M
|
+$561K
|
+24,100
|
+2%
|
|
