|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$435M
|
+$20M
|
+1,188,819
|
+5%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$311M
|
+$3.68M
|
+218,670
|
+1%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$178M
|
+$57.4M
|
+3,411,264
|
+50%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$125M
|
+$21.4M
|
+1,274,187
|
+22%
|
|
|
5
|
JBJ Investment Partners
Charleston,
South Carolina
|
$75.5M
|
+$72.9M
|
+4,332,699
|
New
|
|
|
6
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$73M
|
-$188K
|
-11,208
|
-0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.8M
|
+$12.4M
|
+736,674
|
+24%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$50.4M
|
+$8.06M
|
+479,031
|
+20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$49.3M
|
+$2.73M
|
+162,378
|
+6%
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$44.5M
|
-$8.88M
|
-527,922
|
-17%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$43.9M
|
-$6.11M
|
-363,519
|
-13%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.3M
|
-$12.2M
|
-725,460
|
-23%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41.1M
|
+$1.24M
|
+73,734
|
+3%
|
|
|
14
|
American Economic Planning Group
Warren,
New Jersey
|
$39.2M
|
+$37.8M
|
+2,249,574
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$36.6M
|
+$7.43M
|
+441,591
|
+27%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$32.9M
|
+$1.77M
|
+105,378
|
+6%
|
|
|
17
|
|
$31.1M
|
+$3.53M
|
+209,844
|
+13%
|
|
|
18
|
Focus Financial Network
Minneapolis,
Minnesota
|
$29.9M
|
+$28.8M
|
+1,715,031
|
New
|
|
|
19
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$29.3M
|
+$927K
|
+55,119
|
+3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.9M
|
-$1.13M
|
-67,464
|
-4%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$27.6M
|
-$175K
|
-10,422
|
-0.7%
|
|
|
22
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$27.3M
|
+$539K
|
+32,073
|
+2%
|
|
|
23
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$25.7M
|
+$1.17M
|
+69,756
|
+5%
|
|
|
24
|
Summit Asset Management
Memphis,
Tennessee
|
$23.2M
|
+$387K
|
+23,025
|
+2%
|
|
|
25
|
|
$22.9M
|
+$6.92M
|
+411,717
|
+46%
|
|
