|
1
|
Charles Schwab
San Francisco,
California
|
$1.48B
|
+$246M
|
+10,681,136
|
+20%
|
|
|
2
|
|
$206M
|
+$26.2M
|
+1,140,116
|
+15%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$165M
|
+$27.6M
|
+1,199,450
|
+20%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$118M
|
-$4.77M
|
-207,656
|
-4%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$114M
|
-$999K
|
-43,464
|
-0.9%
|
|
|
6
|
Rockbridge Investment Management
Syracuse,
New York
|
$112M
|
+$8.89M
|
+386,732
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
-$5.98M
|
-259,882
|
-6%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$85.4M
|
-$12M
|
-524,058
|
-12%
|
|
|
9
|
|
$79.8M
|
-$35.5M
|
-1,544,090
|
-31%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$77.1M
|
-$8.03M
|
-349,086
|
-9%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$74.9M
|
+$4.48M
|
+194,952
|
+6%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$65.1M
|
+$1.99M
|
+86,766
|
+3%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$64.8M
|
+$11.1M
|
+481,872
|
+21%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$55M
|
-$61.4M
|
-2,671,124
|
-53%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$52.7M
|
+$7.68M
|
+333,998
|
+17%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$44.7M
|
+$1.03M
|
+44,724
|
+2%
|
|
|
17
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$37.7M
|
+$4.01M
|
+174,474
|
+12%
|
|
|
18
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$32.1M
|
+$387K
|
+16,818
|
+1%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$30.3M
|
+$11.9M
|
+518,186
|
+65%
|
|
|
20
|
KilterHowling LLC
Boulder,
Colorado
|
$29.9M
|
+$769K
|
+33,442
|
+3%
|
|
|
21
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$26.7M
|
+$26.7M
|
+1,161,756
|
New
|
|
|
22
|
Theory Financial
Fort Collins,
Colorado
|
$26.6M
|
-$200K
|
-8,696
|
-0.7%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$26.4M
|
+$255K
|
+11,088
|
+1%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$26.1M
|
-$1.19M
|
-51,880
|
-4%
|
|
|
25
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$24.5M
|
+$411K
|
+17,854
|
+2%
|
|
