|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$708M
|
-$39.1M
|
-1,535,598
|
-5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$643M
|
+$3.4M
|
+133,695
|
+0.5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$494M
|
+$111M
|
+4,379,430
|
+27%
|
|
|
4
|
|
$422M
|
-$16.2M
|
-638,223
|
-3%
|
|
|
5
|
|
$412M
|
+$46.3M
|
+1,819,122
|
+12%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$411M
|
+$17.9M
|
+703,338
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$406M
|
+$71.6M
|
+2,814,297
|
+20%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$390M
|
+$54.2M
|
+2,128,680
|
+15%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$381M
|
+$46.2M
|
+1,816,764
|
+13%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$309M
|
+$14.2M
|
+559,965
|
+5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$298M
|
+$1.3M
|
+50,997
|
+0.4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$268M
|
+$27.6M
|
+1,086,552
|
+11%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$255M
|
+$44.2M
|
+1,738,146
|
+19%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$244M
|
+$11.3M
|
+445,308
|
+5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$229M
|
+$20.8M
|
+816,024
|
+9%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$201M
|
+$18.4M
|
+722,892
|
+9%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$164M
|
+$18M
|
+709,536
|
+11%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$164M
|
+$26.9M
|
+1,056,648
|
+18%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$156M
|
+$7.72M
|
+303,510
|
+5%
|
|
|
20
|
Meitav Investment House
Bene-Beraq,
Israel
|
$129M
|
+$139M
|
+5,450,568
|
New
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$122M
|
+$130M
|
+5,092,875
|
+26,463%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$118M
|
+$17.9M
|
+702,300
|
+16%
|
|
|
23
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$105M
|
-$2.66M
|
-104,508
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$94.6M
|
+$24.9M
|
+978,186
|
+33%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$92M
|
+$43.3M
|
+1,702,815
|
+79%
|
|
