|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$891M
|
+$86.7M
|
+3,337,836
|
+11%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$696M
|
+$13M
|
+500,409
|
+2%
|
|
|
3
|
|
$504M
|
-$2.55M
|
-98,316
|
-0.5%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$415M
|
+$12.6M
|
+483,237
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$386M
|
+$50.8M
|
+1,954,029
|
+16%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$344M
|
+$31.2M
|
+1,199,643
|
+10%
|
|
|
7
|
|
$328M
|
+$32.4M
|
+1,246,395
|
+11%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$313M
|
+$20.8M
|
+802,212
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$310M
|
-$1.36B
|
-52,194,894
|
-82%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$285M
|
+$50.1M
|
+1,928,280
|
+22%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$267M
|
+$16.5M
|
+634,485
|
+7%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$248M
|
+$10.7M
|
+413,661
|
+5%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$242M
|
+$5.95M
|
+229,209
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$215M
|
+$19.1M
|
+736,554
|
+10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$203M
|
+$15.1M
|
+581,019
|
+8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$172M
|
+$14.4M
|
+552,531
|
+9%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$143M
|
+$12.3M
|
+472,644
|
+10%
|
|
|
18
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$121M
|
-$671K
|
-25,836
|
-0.6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$119M
|
+$8.07M
|
+310,641
|
+8%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$8.34M
|
+320,838
|
+8%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$103M
|
+$13.7M
|
+528,837
|
+16%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$97.3M
|
+$9.64M
|
+371,112
|
+11%
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$81.5M
|
+$2.41M
|
+92,808
|
+3%
|
|
|
24
|
Keystone Financial Planning
Cleveland,
Ohio
|
$81.4M
|
-$8.72M
|
-335,565
|
-10%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.4M
|
-$6.56M
|
-252,492
|
-9%
|
|
