|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$434M
|
+$7.21M
|
+416,619
|
+2%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$264M
|
-$7.35M
|
-424,509
|
-3%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$112M
|
+$2.24M
|
+129,237
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$87.5K
|
+5,058
|
+0.1%
|
|
|
5
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$75.2M
|
+$73.6M
|
+4,254,669
|
New
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$51M
|
+$13.5M
|
+778,857
|
+37%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$49.6M
|
+$6.88M
|
+397,788
|
+41%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$45.8M
|
-$751K
|
-43,416
|
-2%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$42.5M
|
+$672K
|
+38,832
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.7M
|
+$18.8M
|
+1,084,638
|
+89%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$40.7M
|
+$1.82M
|
+105,450
|
+5%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.1M
|
-$1.4M
|
-81,075
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$31.3M
|
+$2.4M
|
+138,579
|
+8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.1M
|
-$1.36M
|
-78,606
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$5.16M
|
+298,215
|
+23%
|
|
|
16
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$27.1M
|
+$25.3M
|
+1,463,781
|
+2,112%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$25.9M
|
+$882K
|
+50,949
|
+4%
|
|
|
18
|
Opus Investment Management
Worcester,
Massachusetts
|
$25M
|
–
|
–
|
–
|
|
|
19
|
|
$23.2M
|
+$1.12M
|
+64,638
|
+5%
|
|
|
20
|
Summit Asset Management
Memphis,
Tennessee
|
$22.6M
|
-$400K
|
-23,115
|
-2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.8M
|
+$448K
|
+25,908
|
+2%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$16.6M
|
-$420K
|
-24,246
|
-3%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$16.3M
|
+$1.93M
|
+111,810
|
+14%
|
|
|
24
|
Homrich & Berg
Atlanta,
Georgia
|
$15.4M
|
-$556K
|
-32,106
|
-4%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$15.3M
|
+$228K
|
+13,155
|
+2%
|
|
