|
1
|
Charles Schwab
San Francisco,
California
|
$1.54B
|
+$74.7M
|
+3,295,398
|
+5%
|
|
|
2
|
|
$257M
|
+$52.8M
|
+2,329,920
|
+26%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$155M
|
-$8.9M
|
-392,808
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$122M
|
+$5.53M
|
+244,198
|
+5%
|
|
|
5
|
Rockbridge Investment Management
Syracuse,
New York
|
$118M
|
+$6.86M
|
+302,714
|
+6%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$116M
|
+$2.56M
|
+113,094
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.5M
|
-$2.72M
|
-119,958
|
-3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80.7M
|
-$3.86M
|
-170,342
|
-5%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$77.8M
|
+$3.65M
|
+160,924
|
+5%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$77.3M
|
+$854K
|
+37,660
|
+1%
|
|
|
11
|
|
$77.1M
|
-$1.98M
|
-87,342
|
-3%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$70.5M
|
+$6.25M
|
+275,572
|
+10%
|
|
|
13
|
Total Wealth Planning
Cincinnati,
Ohio
|
$66.2M
|
+$13M
|
+574,988
|
+25%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$61.8M
|
-$2.7M
|
-119,020
|
-4%
|
|
|
15
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$50.9M
|
+$13.4M
|
+591,874
|
+36%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$49.4M
|
-$5.02M
|
-221,658
|
-9%
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$44.7M
|
+$388K
|
+17,120
|
+0.9%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$42.9M
|
+$42.7M
|
+1,882,892
|
New
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$34.8M
|
+$4.81M
|
+212,246
|
+16%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$31.9M
|
+$117K
|
+5,180
|
+0.4%
|
|
|
21
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$28.4M
|
+$1.92M
|
+84,674
|
+7%
|
|
|
22
|
Theory Financial
Fort Collins,
Colorado
|
$26.9M
|
+$526K
|
+23,188
|
+2%
|
|
|
23
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$24.8M
|
+$24.6M
|
+1,086,900
|
New
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$24.7M
|
+$447K
|
+19,710
|
+2%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$24.6M
|
+$1.03M
|
+45,540
|
+4%
|
|
