|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$602M
|
+$43.2M
|
+2,307,315
|
+8%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$369M
|
+$16.8M
|
+898,428
|
+5%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$213M
|
+$781K
|
+41,700
|
+0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$157M
|
+$4.26M
|
+227,178
|
+3%
|
|
|
5
|
JBJ Investment Partners
Charleston,
South Carolina
|
$96.1M
|
-$2.28M
|
-121,971
|
-2%
|
|
|
6
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$91.1M
|
+$637K
|
+34,029
|
+0.7%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$84M
|
-$264K
|
-14,085
|
-0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$84M
|
+$11M
|
+588,246
|
+16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$81M
|
+$4.05M
|
+216,354
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$78.9M
|
+$25.3M
|
+1,350,159
|
+49%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$65M
|
+$16.4M
|
+873,606
|
+35%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$52.6M
|
+$5.82M
|
+310,926
|
+13%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$46M
|
+$2.12M
|
+112,968
|
+5%
|
|
|
14
|
|
$46M
|
+$7.14M
|
+380,982
|
+19%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$40.2M
|
+$1.64M
|
+87,456
|
+4%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$39.8M
|
+$3.28M
|
+175,359
|
+9%
|
|
|
17
|
Focus Financial Network
Minneapolis,
Minnesota
|
$36M
|
+$494K
|
+26,397
|
+1%
|
|
|
18
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$35.8M
|
+$1.76M
|
+93,870
|
+5%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34.5M
|
-$2.08M
|
-110,961
|
-6%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$34.2M
|
+$602K
|
+32,127
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.2M
|
+$2.79M
|
+148,692
|
+9%
|
|
|
22
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$32M
|
+$5.68K
|
+303
|
+0%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$29M
|
+$2.13M
|
+113,472
|
+8%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$28M
|
+$26.7M
|
+1,426,389
|
+5,995%
|
|
|
25
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$28M
|
+$3.99M
|
+213,201
|
+17%
|
|
