|
1
|
|
$308M
|
+$16.3M
|
+694,430
|
+6%
|
|
|
2
|
Rockbridge Investment Management
Syracuse,
New York
|
$225M
|
+$17.2M
|
+735,662
|
+8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$179M
|
+$6.16M
|
+263,321
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$150M
|
+$2.37M
|
+101,118
|
+2%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$149M
|
+$4.68M
|
+199,784
|
+3%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$126M
|
+$407K
|
+17,378
|
+0.3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
+$18M
|
+767,142
|
+19%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$104M
|
+$8.73M
|
+373,196
|
+9%
|
|
|
9
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$77.1M
|
+$8.83M
|
+377,186
|
+13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.5M
|
+$22.7M
|
+969,715
|
+42%
|
|
|
11
|
|
$72.7M
|
-$14.5M
|
-617,498
|
-16%
|
|
|
12
|
Rational Advisors
Huntington,
New York
|
$71.4M
|
+$72M
|
+3,076,262
|
New
|
|
|
13
|
|
$52.8M
|
+$30M
|
+1,282,095
|
+129%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$50.9M
|
-$41.2M
|
-1,759,012
|
-45%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$50.1M
|
+$465K
|
+19,868
|
+0.9%
|
|
|
16
|
Pioneer Wealth Management Group
Austin,
Texas
|
$46.4M
|
+$4.34M
|
+185,543
|
+10%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$46.2M
|
+$1.75M
|
+74,795
|
+4%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$43.7M
|
+$9.7M
|
+414,517
|
+28%
|
|
|
19
|
|
$41.6M
|
+$27.4M
|
+1,168,645
|
+188%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$41.1M
|
+$2.7M
|
+115,427
|
+7%
|
|
|
21
|
Vident Advisory
Alpharetta,
Georgia
|
$38M
|
+$17.5M
|
+749,222
|
+85%
|
|
|
22
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$37.6M
|
+$4.11M
|
+175,475
|
+12%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37.2M
|
-$35.5M
|
-1,514,810
|
-49%
|
|
|
24
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$36.5M
|
+$2.39M
|
+101,962
|
+7%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$36.1M
|
-$9.13M
|
-390,324
|
-20%
|
|
