|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$483M
|
-$13.5M
|
-666,834
|
-3%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$419M
|
+$24.5M
|
+1,207,890
|
+7%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$231M
|
-$13.4M
|
-660,189
|
-6%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$176M
|
+$111M
|
+5,470,452
|
+197%
|
|
|
5
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$172M
|
+$30.5M
|
+1,505,151
|
+23%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$167M
|
+$33.8M
|
+1,669,227
|
+27%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
+$23.8M
|
+1,171,440
|
+18%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$156M
|
+$33M
|
+1,628,613
|
+29%
|
|
|
9
|
|
$147M
|
+$16M
|
+787,746
|
+13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$144M
|
-$45.3M
|
-2,235,969
|
-25%
|
|
|
11
|
|
$127M
|
+$119M
|
+5,885,100
|
+8,971%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
+$14.1M
|
+694,632
|
+15%
|
|
|
13
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$96.3M
|
+$732K
|
+36,114
|
+0.8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$96.2M
|
+$13M
|
+642,663
|
+17%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$96.2M
|
+$39.2M
|
+1,935,327
|
+75%
|
|
|
16
|
Keystone Financial Planning
Cleveland,
Ohio
|
$72.1M
|
+$12.2M
|
+601,146
|
+22%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$63.5M
|
+$17.9M
|
+880,884
|
+42%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$57M
|
+$3.48M
|
+171,819
|
+7%
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$56.6M
|
+$899K
|
+44,331
|
+2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$51.5M
|
+$48.9M
|
+2,410,080
|
New
|
|
|
21
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$51.1M
|
+$94.1K
|
+4,641
|
+0.2%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$48M
|
+$31.1M
|
+1,535,490
|
+216%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$47.4M
|
+$9.59M
|
+472,983
|
+27%
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$47.3M
|
+$1.36M
|
+66,855
|
+3%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$45.3M
|
-$16.4M
|
-810,852
|
-28%
|
|
