|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$397M
|
+$8.27M
|
+502,194
|
+2%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$252M
|
-$22.6M
|
-1,374,678
|
-8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$102M
|
+$3.79M
|
+230,493
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$102M
|
+$48.6M
|
+2,953,470
|
+90%
|
|
|
5
|
Asset Advisors Corp
Augusta,
Georgia
|
$69.7M
|
-$776K
|
-47,160
|
-1%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$43.3M
|
+$15.7M
|
+954,891
|
+57%
|
|
|
7
|
Madison Investment Holdings
Madison,
Wisconsin
|
$38.9M
|
+$9.77M
|
+593,748
|
+33%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.7M
|
+$1.16M
|
+70,365
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
-$951K
|
-57,801
|
-3%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34.4M
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.3M
|
+$7.31M
|
+444,375
|
+33%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$26.8M
|
-$2.91M
|
-176,793
|
-10%
|
|
|
13
|
Opus Investment Management
Worcester,
Massachusetts
|
$23.3M
|
–
|
–
|
–
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$23.3M
|
+$526K
|
+31,980
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$21.7M
|
+$1.43M
|
+86,652
|
+7%
|
|
|
16
|
Summit Asset Management
Memphis,
Tennessee
|
$21.4M
|
-$248K
|
-15,057
|
-1%
|
|
|
17
|
|
$20.5M
|
-$593K
|
-36,018
|
-3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
+$8.5M
|
+516,423
|
+73%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
+$866K
|
+52,596
|
+5%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$15.9M
|
-$1.39M
|
-84,213
|
-8%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$15.9M
|
+$848K
|
+51,513
|
+6%
|
|
|
22
|
Homrich & Berg
Atlanta,
Georgia
|
$14.9M
|
-$1.58M
|
-95,961
|
-10%
|
|
|
23
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$14.2M
|
-$574K
|
-34,884
|
-4%
|
|
|
24
|
|
$13.5M
|
-$25.8M
|
-1,566,444
|
-66%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$13.3M
|
+$880K
|
+53,454
|
+7%
|
|
