|
1
|
Charles Schwab
San Francisco,
California
|
$1.25B
|
+$98.7M
|
+4,412,420
|
+9%
|
|
|
2
|
|
$182M
|
+$66.5M
|
+2,972,244
|
+61%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$140M
|
-$13.1M
|
-587,170
|
-9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$124M
|
-$26.4M
|
-1,180,538
|
-18%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$118M
|
+$73.5M
|
+3,287,568
|
+185%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$117M
|
-$3.47M
|
-155,062
|
-3%
|
|
|
7
|
|
$117M
|
+$28.6M
|
+1,280,302
|
+34%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$17.7M
|
+790,226
|
+20%
|
|
|
9
|
Rockbridge Investment Management
Syracuse,
New York
|
$104M
|
+$7.41M
|
+331,392
|
+8%
|
|
|
10
|
Rational Advisors
Huntington,
New York
|
$100M
|
-$7.01M
|
-313,318
|
-7%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$98.7M
|
-$11.2M
|
-500,400
|
-11%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$86.3M
|
+$3.09M
|
+138,060
|
+4%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$71.3M
|
-$99.3K
|
-4,438
|
-0.1%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$63.9M
|
+$433K
|
+19,346
|
+0.7%
|
|
|
15
|
|
$55.9M
|
+$48M
|
+2,145,248
|
+852%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$54.5M
|
+$3.11M
|
+139,242
|
+6%
|
|
|
17
|
Total Wealth Planning
Cincinnati,
Ohio
|
$45.6M
|
+$6.54M
|
+292,486
|
+18%
|
|
|
18
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$44.5M
|
+$1.12M
|
+50,138
|
+3%
|
|
|
19
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$44.3M
|
-$1.24M
|
-55,358
|
-3%
|
|
|
20
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$40.4M
|
-$5.72M
|
-255,644
|
-13%
|
|
|
21
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$36.3M
|
-$2.24M
|
-100,000
|
-6%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$34.2M
|
+$1.27M
|
+56,834
|
+4%
|
|
|
23
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$32.2M
|
-$1.17M
|
-52,188
|
-4%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$30.5M
|
+$1.09M
|
+48,728
|
+4%
|
|
|
25
|
KilterHowling LLC
Boulder,
Colorado
|
$29.3M
|
+$17.6M
|
+787,290
|
+164%
|
|
