|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.4B
|
+$1.18B
|
+46,594,278
|
+514%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$682M
|
+$68.4M
|
+2,708,274
|
+11%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$611M
|
+$14.1M
|
+559,131
|
+2%
|
|
|
4
|
|
$359M
|
+$21.5M
|
+852,114
|
+6%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$314M
|
-$16.2M
|
-640,998
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$276M
|
+$23M
|
+912,762
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$270M
|
+$48.2M
|
+1,909,551
|
+22%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$233M
|
+$22.6M
|
+894,675
|
+11%
|
|
|
9
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$231M
|
+$14M
|
+556,251
|
+6%
|
|
|
10
|
|
$231M
|
+$33M
|
+1,305,972
|
+17%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$214M
|
+$7.61M
|
+301,359
|
+4%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$184M
|
+$77.4M
|
+3,066,117
|
+72%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$178M
|
+$3.85M
|
+152,478
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$162M
|
+$20.6M
|
+814,185
|
+15%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$142M
|
+$18.8M
|
+744,831
|
+15%
|
|
|
16
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$115M
|
+$1.56M
|
+61,731
|
+1%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$106M
|
+$20.7M
|
+820,158
|
+24%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$99.8M
|
+$25.3M
|
+1,001,223
|
+34%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$91.9M
|
+$16M
|
+631,782
|
+21%
|
|
|
20
|
Keystone Financial Planning
Cleveland,
Ohio
|
$91.4M
|
+$2.08M
|
+82,380
|
+2%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$76.5M
|
+$4.91M
|
+194,523
|
+7%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$75.7M
|
+$9.87M
|
+391,044
|
+15%
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$72.9M
|
+$4.06M
|
+160,968
|
+6%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$67M
|
+$1.14M
|
+45,249
|
+2%
|
|
|
25
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$60.6M
|
-$2.34M
|
-92,517
|
-4%
|
|
