|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$386M
|
+$16.8M
|
+984,282
|
+4%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$273M
|
+$51.9M
|
+3,045,219
|
+22%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$98.1M
|
+$3.64M
|
+213,447
|
+4%
|
|
|
4
|
Asset Advisors Corp
Augusta,
Georgia
|
$70.1M
|
-$462K
|
-27,069
|
-0.6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$53.6M
|
+$7.92M
|
+464,640
|
+17%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.3M
|
+$697K
|
+40,890
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$36.9M
|
+$1.97M
|
+115,449
|
+5%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34.4M
|
+$18.1M
|
+1,062,213
|
+102%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$29.6M
|
+$4.34M
|
+254,757
|
+16%
|
|
|
10
|
Madison Investment Holdings
Madison,
Wisconsin
|
$29M
|
-$9.39M
|
-550,554
|
-24%
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$27.5M
|
+$1.22M
|
+71,625
|
+4%
|
|
|
12
|
Opus Investment Management
Worcester,
Massachusetts
|
$23.2M
|
–
|
–
|
–
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$22.6M
|
+$1.64M
|
+96,165
|
+7%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.9M
|
+$4.56M
|
+267,201
|
+25%
|
|
|
15
|
Summit Asset Management
Memphis,
Tennessee
|
$21.5M
|
+$371K
|
+21,780
|
+2%
|
|
|
16
|
|
$21M
|
+$2.19M
|
+128,364
|
+11%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$20.2M
|
+$5.32M
|
+312,045
|
+34%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$17.2M
|
-$1.08M
|
-63,426
|
-6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
+$2.16M
|
+126,684
|
+14%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$16.4M
|
-$3.21M
|
-188,256
|
-16%
|
|
|
21
|
|
$16.1M
|
+$190K
|
+11,151
|
+1%
|
|
|
22
|
Spectrum Management Group
Indianapolis,
Indiana
|
$15.8M
|
-$6.8M
|
-398,850
|
-29%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14.9M
|
+$1.8M
|
+105,411
|
+13%
|
|
|
24
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$14.7M
|
+$213K
|
+12,474
|
+1%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$13.6M
|
+$404K
|
+23,703
|
+3%
|
|
