|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$428M
|
-$9.13M
|
-496,350
|
-2%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$339M
|
-$1.65M
|
-89,616
|
-0.5%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$212M
|
-$3.92M
|
-212,796
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$165M
|
+$1.87M
|
+101,409
|
+1%
|
|
|
5
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$120M
|
+$101M
|
+5,514,147
|
+548%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$20.4M
|
+1,110,147
|
+21%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$114M
|
+$43.4M
|
+2,360,790
|
+62%
|
|
|
8
|
|
$112M
|
+$23.1M
|
+1,256,859
|
+26%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$105M
|
+$14.2M
|
+769,290
|
+16%
|
|
|
10
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$88.8M
|
+$54.7M
|
+2,973,258
|
+161%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.4M
|
+$4.71M
|
+255,963
|
+6%
|
|
|
12
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$82.3M
|
-$1.75M
|
-95,163
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$71.1M
|
+$1.82M
|
+99,054
|
+3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$54M
|
+$3.26M
|
+177,264
|
+6%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$51.2M
|
+$7.28M
|
+395,739
|
+17%
|
|
|
16
|
Keystone Financial Planning
Cleveland,
Ohio
|
$51.1M
|
+$36.3M
|
+1,974,612
|
+247%
|
|
|
17
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$47.9M
|
+$192K
|
+10,431
|
+0.4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.3M
|
+$9.17M
|
+498,078
|
+24%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$46M
|
-$1.35M
|
-73,242
|
-3%
|
|
|
20
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$44M
|
-$2.59M
|
-140,871
|
-6%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$39.5M
|
-$3.16M
|
-171,837
|
-7%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$38.5M
|
+$129K
|
+6,990
|
+0.3%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$37.9M
|
+$348K
|
+18,918
|
+0.9%
|
|
|
24
|
TimeScale Financial
Danvers,
Massachusetts
|
$32.7M
|
+$180K
|
+9,792
|
+0.6%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$32.1M
|
+$1.95M
|
+106,125
|
+6%
|
|
