|
1
|
|
$289M
|
+$3.63M
|
+157,994
|
+1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$173M
|
+$2.26M
|
+98,660
|
+1%
|
|
|
3
|
Rockbridge Investment Management
Syracuse,
New York
|
$172M
|
+$11M
|
+477,759
|
+7%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$162M
|
+$4.59M
|
+199,961
|
+3%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$130M
|
+$4.03M
|
+175,554
|
+3%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$114M
|
-$912K
|
-39,725
|
-0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$93M
|
+$2.16M
|
+94,200
|
+2%
|
|
|
8
|
Total Wealth Planning
Cincinnati,
Ohio
|
$88.5M
|
+$1.38M
|
+60,167
|
+2%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$84.9M
|
+$10.7M
|
+465,002
|
+15%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$84.8M
|
-$6.48M
|
-282,310
|
-7%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$82.5M
|
-$2.57M
|
-111,822
|
-3%
|
|
|
12
|
|
$79.6M
|
+$5.05M
|
+219,947
|
+7%
|
|
|
13
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$60.6M
|
+$1.71M
|
+74,596
|
+3%
|
|
|
14
|
Pioneer Wealth Management Group
Austin,
Texas
|
$51.7M
|
+$5.99M
|
+261,226
|
+13%
|
|
|
15
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$49.4M
|
+$812K
|
+35,385
|
+2%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$48.9M
|
-$1.1M
|
-48,125
|
-2%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$39.7M
|
-$21.7M
|
-946,901
|
-36%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$34.1M
|
-$5.17M
|
-225,327
|
-13%
|
|
|
19
|
Blue Trust Inc
Alpharetta,
Georgia
|
$33.9M
|
+$1.79M
|
+78,136
|
+6%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$32.2M
|
-$2.32M
|
-101,267
|
-7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
+$2.99M
|
+130,262
|
+11%
|
|
|
22
|
Financial Life Advisors
San Antonio,
Texas
|
$30.1M
|
+$990K
|
+43,132
|
+3%
|
|
|
23
|
Austin Private Wealth
Austin,
Texas
|
$29.2M
|
-$2.35M
|
-102,505
|
-8%
|
|
|
24
|
Vident Advisory
Alpharetta,
Georgia
|
$28.4M
|
+$2.61M
|
+113,656
|
+10%
|
|
|
25
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$28.4M
|
+$1.31M
|
+57,153
|
+5%
|
|
