|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$708M
|
+$374M
|
+7,360,179
|
+113%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$487M
|
+$50.1M
|
+986,907
|
+12%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$240M
|
+$27.2M
|
+535,776
|
+13%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$118M
|
+$52.1M
|
+1,026,914
|
+80%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$98M
|
+$1.59M
|
+31,391
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$50.8M
|
+$3.8M
|
+74,907
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
-$18.4M
|
-361,881
|
-32%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
+$3.66M
|
+72,216
|
+11%
|
|
|
9
|
|
$28.8M
|
-$726K
|
-14,305
|
-2%
|
|
|
10
|
|
$28.2M
|
+$2.72M
|
+53,634
|
+11%
|
|
|
11
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$24.2M
|
+$889K
|
+17,527
|
+4%
|
|
|
12
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$21.1M
|
-$1.45M
|
-28,493
|
-6%
|
|
|
13
|
Garde Capital
Seattle,
Washington
|
$20.5M
|
+$2.68M
|
+52,716
|
+15%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.7M
|
+$2.8M
|
+55,188
|
+20%
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$16.3M
|
-$126K
|
-2,479
|
-0.8%
|
|
|
16
|
ETrade Capital Management
Arlington,
Virginia
|
$14.9M
|
+$1.71M
|
+33,711
|
+13%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$13M
|
+$1.71M
|
+33,697
|
+15%
|
|
|
18
|
Janiczek Wealth Management
Denver,
Colorado
|
$11.7M
|
-$503K
|
-9,911
|
-4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$775K
|
+15,262
|
+7%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$11.4M
|
+$111K
|
+2,181
|
+1%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$11.3M
|
+$1.22M
|
+24,076
|
+12%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.9M
|
-$610K
|
-12,018
|
-6%
|
|
|
23
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$8.95M
|
-$2.93M
|
-57,714
|
-25%
|
|
|
24
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8.79M
|
+$4.11M
|
+81,074
|
+89%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.7M
|
+$5.16M
|
+101,660
|
+147%
|
|
