|
1
|
|
$285M
|
-$6.71M
|
-288,817
|
-2%
|
|
|
2
|
Rockbridge Investment Management
Syracuse,
New York
|
$187M
|
+$13.4M
|
+575,958
|
+8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$169M
|
+$4.54M
|
+195,216
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$146M
|
-$28.4M
|
-1,223,546
|
-16%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$140M
|
+$8.36M
|
+359,756
|
+6%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$127M
|
+$12.2M
|
+524,573
|
+11%
|
|
|
7
|
Total Wealth Planning
Cincinnati,
Ohio
|
$97.1M
|
+$7.67M
|
+330,160
|
+9%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$89.5M
|
+$3.75M
|
+161,354
|
+4%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$85.1M
|
+$1.18M
|
+50,881
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$78M
|
-$15.8M
|
-678,193
|
-17%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$77.9M
|
-$7.67M
|
-330,071
|
-9%
|
|
|
12
|
|
$75.7M
|
-$4.68M
|
-201,493
|
-6%
|
|
|
13
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$63.8M
|
+$2.53M
|
+108,896
|
+4%
|
|
|
14
|
Pioneer Wealth Management Group
Austin,
Texas
|
$56.2M
|
+$3.94M
|
+169,446
|
+8%
|
|
|
15
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$52.6M
|
+$2.73M
|
+117,578
|
+6%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$48.7M
|
-$703K
|
-30,276
|
-1%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$41.8M
|
+$1.68M
|
+72,453
|
+4%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$38.5M
|
+$22.7M
|
+976,969
|
+148%
|
|
|
19
|
Blue Trust Inc
Alpharetta,
Georgia
|
$34.7M
|
+$457K
|
+19,652
|
+1%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$33.2M
|
+$599K
|
+25,786
|
+2%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$32.4M
|
-$2.03M
|
-87,327
|
-6%
|
|
|
22
|
Financial Life Advisors
San Antonio,
Texas
|
$32.1M
|
+$1.75M
|
+75,386
|
+6%
|
|
|
23
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$30.6M
|
+$2.93M
|
+126,129
|
+11%
|
|
|
24
|
Vident Advisory
Alpharetta,
Georgia
|
$29.9M
|
+$1.2M
|
+51,487
|
+4%
|
|
|
25
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$29.3M
|
+$661K
|
+28,472
|
+2%
|
|
