|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$387M
|
+$28.5M
|
+1,731,774
|
+8%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$233M
|
+$2.28M
|
+138,594
|
+1%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$98.8M
|
-$15.7M
|
-957,993
|
-14%
|
|
|
4
|
Asset Advisors Corp
Augusta,
Georgia
|
$73.6M
|
+$331K
|
+20,145
|
+0.5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$48M
|
+$6.26M
|
+380,994
|
+16%
|
|
|
6
|
|
$42.7M
|
+$39.9M
|
+2,429,139
|
+3,306%
|
|
|
7
|
Madison Investment Holdings
Madison,
Wisconsin
|
$39.7M
|
+$10.5M
|
+642,021
|
+38%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.2M
|
+$592K
|
+36,042
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
+$4.97M
|
+302,604
|
+16%
|
|
|
10
|
White Mountains Advisors
Guilford,
Connecticut
|
$29.9M
|
+$28.8M
|
+1,752,471
|
New
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$27.5M
|
+$26.5M
|
+1,610,451
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$26.5M
|
+$3.11M
|
+189,012
|
+14%
|
|
|
13
|
Opus Investment Management
Worcester,
Massachusetts
|
$24.2M
|
–
|
–
|
–
|
|
|
14
|
Spectrum Management Group
Indianapolis,
Indiana
|
$23.3M
|
+$400K
|
+24,333
|
+2%
|
|
|
15
|
Summit Asset Management
Memphis,
Tennessee
|
$22.1M
|
-$605K
|
-36,852
|
-3%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$22M
|
+$19.3M
|
+1,173,903
|
+1,022%
|
|
|
17
|
Homrich & Berg
Atlanta,
Georgia
|
$20.3M
|
-$1M
|
-61,059
|
-5%
|
|
|
18
|
|
$19.7M
|
+$766K
|
+46,614
|
+4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
+$3.19M
|
+194,433
|
+21%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.3M
|
+$3.19M
|
+194,016
|
+22%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17.8M
|
+$2.64M
|
+160,755
|
+18%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$566K
|
+34,434
|
+3%
|
|
|
23
|
|
$16.6M
|
+$2.94M
|
+178,950
|
+22%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$1.86M
|
+113,196
|
+14%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
+$1.33M
|
+80,715
|
+10%
|
|
