|
1
|
|
$266M
|
-$21.7M
|
-939,602
|
-7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$196M
|
+$7.65M
|
+330,939
|
+4%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$148M
|
+$5.56M
|
+240,671
|
+4%
|
|
|
4
|
Rockbridge Investment Management
Syracuse,
New York
|
$142M
|
+$13.2M
|
+572,992
|
+10%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$134M
|
+$2.25M
|
+97,553
|
+2%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$115M
|
+$463K
|
+20,043
|
+0.4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$100M
|
+$7.34M
|
+317,781
|
+8%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$96.4M
|
+$21.6M
|
+936,423
|
+28%
|
|
|
9
|
|
$91.5M
|
+$17.6M
|
+763,356
|
+23%
|
|
|
10
|
Total Wealth Planning
Cincinnati,
Ohio
|
$81M
|
+$5.34M
|
+231,137
|
+7%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$78M
|
-$645K
|
-27,905
|
-0.8%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$70.2M
|
+$4.2M
|
+181,753
|
+6%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$62.8M
|
-$1.84M
|
-79,713
|
-3%
|
|
|
14
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$56.2M
|
+$3.7M
|
+160,253
|
+7%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$54.9M
|
+$7.05M
|
+304,968
|
+14%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$47.4M
|
+$2.08M
|
+90,170
|
+5%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$47.2M
|
+$3.65M
|
+158,114
|
+8%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$46.3M
|
+$1.15M
|
+49,651
|
+2%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$43.3M
|
+$20M
|
+865,553
|
+83%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$34.7M
|
+$2.68M
|
+116,056
|
+8%
|
|
|
21
|
Theory Financial
Fort Collins,
Colorado
|
$30.1M
|
-$27.1M
|
-1,172,988
|
-47%
|
|
|
22
|
Blue Trust Inc
Alpharetta,
Georgia
|
$29.1M
|
+$8.75M
|
+378,563
|
+42%
|
|
|
23
|
Financial Life Advisors
San Antonio,
Texas
|
$27.8M
|
+$1.71M
|
+73,875
|
+6%
|
|
|
24
|
|
$27.5M
|
+$2.97M
|
+128,509
|
+12%
|
|
|
25
|
Austin Private Wealth
Austin,
Texas
|
$27.1M
|
+$2.89M
|
+125,115
|
+12%
|
|
