|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$494M
|
+$31.7M
|
+1,765,230
|
+6%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$366M
|
+$95.3M
|
+5,310,588
|
+28%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$170M
|
+$5.44M
|
+303,057
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$117M
|
-$5.69M
|
-317,115
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$70.7M
|
+$6.52M
|
+362,916
|
+8%
|
|
|
6
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$68.3M
|
-$2.21M
|
-123,207
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.1M
|
+$6.2M
|
+345,435
|
+8%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$66.1M
|
+$988K
|
+55,041
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$65.1M
|
+$4.66M
|
+259,344
|
+6%
|
|
|
10
|
JBJ Investment Partners
Charleston,
South Carolina
|
$63.5M
|
-$13.4M
|
-748,155
|
-15%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$56M
|
+$41.1M
|
+2,287,461
|
+158%
|
|
|
12
|
|
$54.7M
|
+$22.7M
|
+1,261,998
|
+53%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$47.7M
|
-$2.66M
|
-148,266
|
-4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.4M
|
+$391M
|
+21,800,601
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.8M
|
+$36K
|
+2,004
|
+0.1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$37.8M
|
+$7.86M
|
+437,667
|
+21%
|
|
|
17
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$37.1M
|
+$7.39M
|
+411,525
|
+20%
|
|
|
18
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$36.1M
|
+$9.9M
|
+551,574
|
+30%
|
|
|
19
|
Focus Financial Network
Minneapolis,
Minnesota
|
$33.4M
|
+$6.54M
|
+364,347
|
+20%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$29.2M
|
+$3.15M
|
+175,545
|
+10%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.4M
|
+$2.02M
|
+112,539
|
+7%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$26.8M
|
+$5.08M
|
+282,747
|
+19%
|
|
|
23
|
TimeScale Financial
Danvers,
Massachusetts
|
$26.2M
|
+$15.8M
|
+880,260
|
+101%
|
|
|
24
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$26.2M
|
+$5.4M
|
+300,672
|
+21%
|
|
|
25
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$23.2M
|
+$14.8M
|
+822,684
|
+114%
|
|
