|
1
|
|
$294M
|
+$10.6M
|
+451,820
|
+4%
|
|
|
2
|
Rockbridge Investment Management
Syracuse,
New York
|
$209M
|
+$23.5M
|
+999,097
|
+13%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$174M
|
+$6.21M
|
+264,273
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
+$3.32M
|
+141,224
|
+2%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$145M
|
+$6.3M
|
+268,364
|
+5%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$126M
|
-$731K
|
-31,132
|
-0.6%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$96.2M
|
+$7.16M
|
+304,989
|
+8%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$94M
|
+$90.1M
|
+3,836,881
|
+2,068%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$92.5M
|
+$7.55M
|
+321,319
|
+9%
|
|
|
10
|
|
$87.6M
|
+$12.3M
|
+524,253
|
+16%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$72.9M
|
-$4.73M
|
-201,323
|
-6%
|
|
|
12
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$68.9M
|
+$5.3M
|
+225,771
|
+8%
|
|
|
13
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$56.1M
|
+$3.74M
|
+159,448
|
+7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.3M
|
-$23.5M
|
-999,372
|
-30%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$49.9M
|
+$1.44M
|
+61,502
|
+3%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$45.5M
|
+$13.3M
|
+567,128
|
+41%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$44.8M
|
+$3.21M
|
+136,540
|
+8%
|
|
|
18
|
Pioneer Wealth Management Group
Austin,
Texas
|
$42.4M
|
-$13.7M
|
-581,419
|
-24%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$38.6M
|
+$314K
|
+13,390
|
+0.8%
|
|
|
20
|
Blue Trust Inc
Alpharetta,
Georgia
|
$36.3M
|
+$1.68M
|
+71,665
|
+5%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$34.7M
|
+$7.31M
|
+311,488
|
+27%
|
|
|
22
|
Financial Life Advisors
San Antonio,
Texas
|
$34.5M
|
+$2.54M
|
+108,159
|
+8%
|
|
|
23
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$34.3M
|
+$6.16M
|
+262,162
|
+22%
|
|
|
24
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$33.7M
|
+$3.29M
|
+140,132
|
+11%
|
|
|
25
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$32.5M
|
-$560K
|
-23,860
|
-2%
|
|
