|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$592M
|
+$108M
|
+4,744,524
|
+24%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$575M
|
+$25M
|
+1,097,460
|
+5%
|
|
|
3
|
|
$326M
|
+$170M
|
+7,457,526
|
+125%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$319M
|
+$110M
|
+4,857,990
|
+59%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$245M
|
+$50.7M
|
+2,230,116
|
+28%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$220M
|
+$31.3M
|
+1,377,507
|
+18%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$214M
|
+$33.8M
|
+1,488,048
|
+20%
|
|
|
8
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$209M
|
+$13.2M
|
+581,883
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$203M
|
+$67.5M
|
+2,967,825
|
+55%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$199M
|
-$59.8M
|
-2,630,766
|
-24%
|
|
|
11
|
|
$191M
|
+$22M
|
+968,613
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$168M
|
+$3.75M
|
+164,988
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$136M
|
+$25.1M
|
+1,102,161
|
+24%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$119M
|
+$8.59M
|
+377,592
|
+8%
|
|
|
15
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$111M
|
-$182K
|
-7,995
|
-0.2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$103M
|
+$64.5M
|
+2,834,457
|
+201%
|
|
|
17
|
Keystone Financial Planning
Cleveland,
Ohio
|
$86.1M
|
+$3.85M
|
+169,437
|
+5%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$81.9M
|
+$21.8M
|
+960,129
|
+40%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$73.3M
|
+$7.92M
|
+348,186
|
+13%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$71.9M
|
+$19.1M
|
+840,843
|
+40%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$69.1M
|
-$2.92M
|
-128,568
|
-4%
|
|
|
22
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$66.4M
|
+$1.98M
|
+86,868
|
+3%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$63.5M
|
+$9.01M
|
+396,111
|
+18%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$63.5M
|
+$16.3M
|
+717,894
|
+38%
|
|
|
25
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$60.7M
|
+$2.43M
|
+106,734
|
+4%
|
|
