|
1
|
Charles Schwab
San Francisco,
California
|
$1.09B
|
+$33.7M
|
+1,485,774
|
+3%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$145M
|
+$3.58M
|
+157,838
|
+2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$144M
|
+$11.3M
|
+498,090
|
+8%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$114M
|
+$5.71M
|
+252,176
|
+5%
|
|
|
5
|
|
$107M
|
+$107M
|
+4,726,976
|
+4,218%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$105M
|
+$34.5M
|
+1,521,254
|
+47%
|
|
|
7
|
Rational Advisors
Huntington,
New York
|
$102M
|
-$4.2M
|
-185,474
|
-4%
|
|
|
8
|
Rockbridge Investment Management
Syracuse,
New York
|
$91.8M
|
+$4.86M
|
+214,620
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.5M
|
+$7.94M
|
+350,168
|
+10%
|
|
|
10
|
|
$82.6M
|
-$2.18M
|
-96,308
|
-3%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$78.8M
|
-$10.1M
|
-444,728
|
-11%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$75M
|
+$4.68M
|
+206,564
|
+6%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$67.8M
|
+$2.52M
|
+111,190
|
+4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$60.2M
|
+$14.9M
|
+655,720
|
+32%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$48.6M
|
+$5.67M
|
+250,040
|
+13%
|
|
|
16
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$44M
|
+$4.23M
|
+186,556
|
+10%
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$43.2M
|
+$525K
|
+23,184
|
+1%
|
|
|
18
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$41.1M
|
-$2.8M
|
-123,400
|
-6%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$39.2M
|
-$5.56M
|
-245,560
|
-12%
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
$36.8M
|
+$2.31M
|
+101,854
|
+7%
|
|
|
21
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$36.6M
|
-$4.99M
|
-220,000
|
-12%
|
|
|
22
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$31.7M
|
-$655K
|
-28,888
|
-2%
|
|
|
23
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$31.2M
|
+$1.49M
|
+65,882
|
+5%
|
|
|
24
|
|
$29.3M
|
+$19.4M
|
+858,242
|
+184%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$2.71M
|
+119,606
|
+11%
|
|
