|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$717M
|
+$65.7M
|
+2,703,531
|
+9%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$612M
|
+$17.3M
|
+710,304
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$508M
|
+$54.9M
|
+2,261,601
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$461M
|
+$92M
|
+3,785,877
|
+22%
|
|
|
5
|
|
$453M
|
+$78.8M
|
+3,241,488
|
+19%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$428M
|
+$73.4M
|
+3,022,653
|
+19%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$423M
|
+$84M
|
+3,456,594
|
+22%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$384M
|
+$3.27M
|
+134,616
|
+0.8%
|
|
|
9
|
|
$341M
|
-$55.7M
|
-2,292,057
|
-13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$300M
|
+$25.5M
|
+1,047,660
|
+8%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$297M
|
+$11.2M
|
+461,748
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$255M
|
+$7.5M
|
+308,826
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$245M
|
+$36.1M
|
+1,486,239
|
+16%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$232M
|
+$5.8M
|
+238,875
|
+2%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$223M
|
-$14.5M
|
-595,134
|
-6%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$204M
|
+$99.3M
|
+4,087,641
|
+80%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$199M
|
+$14.3M
|
+588,285
|
+7%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$190M
|
+$40.9M
|
+1,682,664
|
+24%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$176M
|
+$26.6M
|
+1,096,236
|
+16%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$155M
|
+$11.5M
|
+475,134
|
+7%
|
|
|
21
|
Meitav Investment House
Bene-Beraq,
Israel
|
$153M
|
+$33.5M
|
+1,380,798
|
+25%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$116M
|
+$6.92M
|
+284,637
|
+6%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$116M
|
+$30.6M
|
+1,259,658
|
+32%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$100M
|
+$16.4M
|
+675,459
|
+18%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90.7M
|
+$8.68M
|
+357,453
|
+10%
|
|
