|
1
|
|
$284M
|
+$12.5M
|
+546,711
|
+5%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$170M
|
-$29.3M
|
-1,280,165
|
-15%
|
|
|
3
|
Rockbridge Investment Management
Syracuse,
New York
|
$160M
|
+$14.5M
|
+634,923
|
+10%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$157M
|
+$6.34M
|
+276,661
|
+4%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$125M
|
-$11.2M
|
-487,281
|
-8%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$114M
|
-$2.92M
|
-127,418
|
-3%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$91.1M
|
-$7.19M
|
-313,991
|
-7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.5M
|
-$11.6M
|
-504,835
|
-11%
|
|
|
9
|
Total Wealth Planning
Cincinnati,
Ohio
|
$86.8M
|
+$4.09M
|
+178,624
|
+5%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$85.5M
|
+$5.83M
|
+254,568
|
+7%
|
|
|
11
|
|
$74.3M
|
-$18.9M
|
-823,501
|
-20%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$73.8M
|
+$2.18M
|
+95,060
|
+3%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$61.5M
|
-$2.62M
|
-114,190
|
-4%
|
|
|
14
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$58.7M
|
+$1.36M
|
+59,485
|
+2%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$54.5M
|
+$6.02M
|
+262,950
|
+13%
|
|
|
16
|
|
$52.7M
|
+$48M
|
+2,094,632
|
+1,166%
|
|
|
17
|
|
$50.6M
|
+$22.3M
|
+972,932
|
+80%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$49.9M
|
+$1.69M
|
+73,663
|
+4%
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$48.4M
|
+$1.07M
|
+46,631
|
+2%
|
|
|
20
|
Pioneer Wealth Management Group
Austin,
Texas
|
$45.5M
|
+$45M
|
+1,965,005
|
New
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$39.2M
|
-$16.7M
|
-727,760
|
-30%
|
|
|
22
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$34.5M
|
-$925K
|
-40,375
|
-3%
|
|
|
23
|
Blue Trust Inc
Alpharetta,
Georgia
|
$32M
|
+$2.32M
|
+101,157
|
+8%
|
|
|
24
|
Austin Private Wealth
Austin,
Texas
|
$31.5M
|
+$3.82M
|
+166,834
|
+14%
|
|
|
25
|
Ascent Group
Virginia Beach,
Virginia
|
$29.9M
|
+$21.4M
|
+932,671
|
+260%
|
|
