|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$327M
|
+$49.4M
|
+3,230,538
|
+18%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$211M
|
+$30.7M
|
+2,005,506
|
+17%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$105M
|
+$2.02M
|
+132,393
|
+2%
|
|
|
4
|
Asset Advisors Corp
Augusta,
Georgia
|
$67M
|
-$45.6K
|
-2,985
|
-0.1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$38M
|
-$568K
|
-37,116
|
-2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$34.4M
|
+$2.04M
|
+133,248
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
+$230K
|
+15,036
|
+0.8%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$26.3M
|
-$1.24M
|
-80,865
|
-5%
|
|
|
9
|
Opus Investment Management
Worcester,
Massachusetts
|
$22.1M
|
-$4.92M
|
-321,600
|
-18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
+$11.1M
|
+727,776
|
+114%
|
|
|
11
|
Spectrum Management Group
Indianapolis,
Indiana
|
$21M
|
-$4.26M
|
-278,805
|
-17%
|
|
|
12
|
Summit Asset Management
Memphis,
Tennessee
|
$20.8M
|
+$294K
|
+19,251
|
+1%
|
|
|
13
|
Homrich & Berg
Atlanta,
Georgia
|
$19.5M
|
-$451K
|
-29,469
|
-2%
|
|
|
14
|
|
$17.3M
|
+$36K
|
+2,352
|
+0.2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$8.21K
|
+537
|
+0.1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$2.11M
|
+137,991
|
+18%
|
|
|
17
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$13.9M
|
+$1.06M
|
+69,087
|
+8%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.8M
|
+$47.8K
|
+3,129
|
+0.4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.7M
|
+$2.96M
|
+193,572
|
+28%
|
|
|
20
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$13.7M
|
-$338K
|
-22,098
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$692K
|
+45,276
|
+6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$288K
|
+18,849
|
+2%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$12.6M
|
+$649K
|
+42,450
|
+6%
|
|
|
24
|
|
$12.4M
|
+$1.84M
|
+120,630
|
+18%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.3M
|
+$1.95M
|
+127,218
|
+21%
|
|
