|
1
|
|
$301M
|
+$32.3M
|
+1,378,796
|
+12%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$197M
|
+$68.7M
|
+2,933,582
|
+55%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$149M
|
-$12.3M
|
-526,276
|
-8%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$138M
|
+$63.4M
|
+2,707,178
|
+87%
|
|
|
5
|
Rockbridge Investment Management
Syracuse,
New York
|
$135M
|
+$12.3M
|
+526,944
|
+10%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$120M
|
-$869K
|
-37,128
|
-0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.3M
|
-$5.34M
|
-227,994
|
-5%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$82.3M
|
-$1.79M
|
-76,488
|
-2%
|
|
|
9
|
Total Wealth Planning
Cincinnati,
Ohio
|
$79.3M
|
+$11.1M
|
+472,334
|
+16%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$78.6M
|
-$1.9M
|
-81,318
|
-2%
|
|
|
11
|
|
$77.6M
|
-$2.75M
|
-117,266
|
-3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$69.1M
|
+$4.65M
|
+198,784
|
+7%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$67.7M
|
-$13.3M
|
-567,470
|
-17%
|
|
|
14
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$55M
|
+$1.94M
|
+82,862
|
+4%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$50.2M
|
-$1.27M
|
-54,228
|
-3%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$47.5M
|
+$875K
|
+37,380
|
+2%
|
|
|
17
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$47.3M
|
+$2.55M
|
+108,990
|
+6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$45.7M
|
+$9.19M
|
+392,686
|
+26%
|
|
|
19
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$33.6M
|
+$259K
|
+11,044
|
+0.8%
|
|
|
20
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$32M
|
+$2.38M
|
+101,700
|
+8%
|
|
|
21
|
Alera Investment Advisors
Deerfield,
Illinois
|
$30.7M
|
+$17.6M
|
+751,178
|
+139%
|
|
|
22
|
TSA Wealth Management
Houston,
Texas
|
$28.9M
|
+$4.36M
|
+186,102
|
+18%
|
|
|
23
|
Theory Financial
Fort Collins,
Colorado
|
$28.9M
|
+$30.9M
|
+1,320,528
|
+112%
|
|
|
24
|
Financial Life Advisors
San Antonio,
Texas
|
$27.3M
|
+$1.94M
|
+82,906
|
+8%
|
|
|
25
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$26.7M
|
+$879K
|
+37,552
|
+3%
|
|
