|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$820M
|
-$49.4M
|
-1,887,669
|
-6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$704M
|
+$25.1M
|
+957,882
|
+4%
|
|
|
3
|
|
$482M
|
-$9.5M
|
-362,766
|
-2%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$434M
|
+$28.9M
|
+1,101,909
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$429M
|
+$52.2M
|
+1,995,183
|
+14%
|
|
|
6
|
|
$405M
|
+$85.3M
|
+3,257,949
|
+27%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$373M
|
+$70.7M
|
+2,701,743
|
+23%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$373M
|
+$94.9M
|
+3,625,506
|
+34%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$372M
|
+$35.7M
|
+1,362,837
|
+11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$327M
|
+$66.3M
|
+2,532,156
|
+26%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$326M
|
+$20M
|
+761,991
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$266M
|
+$56.3M
|
+2,148,843
|
+27%
|
|
|
13
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$257M
|
+$15.7M
|
+600,462
|
+7%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$235M
|
-$503K
|
-19,194
|
-0.2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$206M
|
+$31.8M
|
+1,214,649
|
+16%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$202M
|
+$85.4M
|
+3,260,172
|
+74%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$164M
|
+$23.9M
|
+910,839
|
+17%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$162M
|
-$5.41M
|
-206,553
|
-3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$152M
|
+$38.5M
|
+1,471,926
|
+34%
|
|
|
20
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$119M
|
+$737K
|
+28,146
|
+0.6%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$112M
|
+$11.5M
|
+437,991
|
+11%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$99M
|
+$3.99M
|
+152,553
|
+4%
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$88.6M
|
+$9.07M
|
+346,512
|
+11%
|
|
|
24
|
Keystone Financial Planning
Cleveland,
Ohio
|
$81.3M
|
+$1.8M
|
+68,799
|
+2%
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$78.9M
|
+$77.2M
|
+2,948,322
|
+5,495%
|
|
