|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.58B
|
+$204M
|
+8,041,098
|
+14%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$736M
|
+$68.6M
|
+2,697,138
|
+10%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$627M
|
+$27.9M
|
+1,097,238
|
+5%
|
|
|
4
|
|
$465M
|
+$115M
|
+4,527,621
|
+32%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$369M
|
+$62.4M
|
+2,453,916
|
+20%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$306M
|
+$42.3M
|
+1,664,436
|
+16%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$286M
|
+$15.3M
|
+602,895
|
+5%
|
|
|
8
|
|
$270M
|
+$44.7M
|
+1,756,839
|
+19%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$268M
|
+$252M
|
+9,918,384
|
+1,085%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$229M
|
+$736K
|
+28,944
|
+0.3%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$217M
|
-$9.79M
|
-385,173
|
-4%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$216M
|
+$6.28M
|
+247,284
|
+3%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$214M
|
+$33.5M
|
+1,317,729
|
+18%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$179M
|
+$5M
|
+196,653
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$172M
|
+$13.7M
|
+537,546
|
+8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$144M
|
+$5.17M
|
+203,589
|
+4%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$120M
|
+$16.4M
|
+646,578
|
+15%
|
|
|
18
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$112M
|
-$1.14M
|
-44,787
|
-1%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$102M
|
+$4.13M
|
+162,522
|
+4%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$99M
|
+$8.94M
|
+351,633
|
+10%
|
|
|
21
|
Keystone Financial Planning
Cleveland,
Ohio
|
$83.1M
|
-$6.82M
|
-268,314
|
-7%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$81.5M
|
+$6.49M
|
+255,243
|
+8%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$80.2M
|
+$6.04M
|
+237,759
|
+8%
|
|
|
24
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$72.5M
|
+$956K
|
+37,599
|
+1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66.3M
|
+$10.4M
|
+408,354
|
+18%
|
|
