|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$409M
|
-$156M
|
-9,238,464
|
-28%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$319M
|
-$101M
|
-5,952,354
|
-24%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$202M
|
+$6.11M
|
+361,863
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$153M
|
+$18.2M
|
+1,074,867
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$93.2M
|
+$17.8M
|
+1,056,927
|
+24%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$84.6M
|
+$3.25M
|
+192,708
|
+4%
|
|
|
7
|
|
$83.4M
|
+$20.1M
|
+1,189,620
|
+33%
|
|
|
8
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$78.7M
|
+$130K
|
+7,707
|
+0.2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.4M
|
-$1.87M
|
-110,814
|
-2%
|
|
|
10
|
JBJ Investment Partners
Charleston,
South Carolina
|
$74.4M
|
+$1.35M
|
+79,875
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$65.7M
|
+$9.76M
|
+577,755
|
+18%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.9M
|
-$305M
|
-18,040,797
|
-83%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$47.4M
|
+$444K
|
+26,280
|
+1%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$44.7M
|
+$1.94M
|
+115,116
|
+5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
+$843K
|
+49,935
|
+2%
|
|
|
16
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$43.6M
|
+$2.02M
|
+119,748
|
+5%
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$41.1M
|
-$22.9M
|
-1,353,981
|
-36%
|
|
|
18
|
Focus Financial Network
Minneapolis,
Minnesota
|
$40M
|
+$1.52M
|
+90,252
|
+4%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$35.9M
|
+$2.27M
|
+134,700
|
+7%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.6M
|
+$3.98M
|
+235,491
|
+13%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$35.2M
|
+$4.28M
|
+253,599
|
+14%
|
|
|
22
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$31.9M
|
+$5.06M
|
+299,778
|
+19%
|
|
|
23
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$30.8M
|
+$655K
|
+38,766
|
+2%
|
|
|
24
|
TimeScale Financial
Danvers,
Massachusetts
|
$30.4M
|
+$233K
|
+13,791
|
+0.8%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$28.2M
|
+$1.94M
|
+114,927
|
+8%
|
|
