|
1
|
Wealthfront
Palo Alto,
California
|
$585M
|
+$103M
|
+2,019,784
|
+21%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$581M
|
-$122M
|
-2,392,958
|
-17%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$253M
|
+$15.4M
|
+302,944
|
+6%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$150M
|
+$33.5M
|
+659,144
|
+28%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$107M
|
+2,099,800
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$97.5M
|
+$426K
|
+8,381
|
+0.4%
|
|
|
7
|
|
$71.3M
|
+$71.5M
|
+1,404,627
|
+19,265%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$63.3M
|
+$24.3M
|
+476,639
|
+61%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$52.9M
|
+$2.59M
|
+50,970
|
+5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$37.8M
|
+$1.71M
|
+33,650
|
+5%
|
|
|
11
|
|
$28.7M
|
+$240K
|
+4,723
|
+0.8%
|
|
|
12
|
|
$28.5M
|
+$536K
|
+10,541
|
+2%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$28.4M
|
+$28.6M
|
+561,730
|
+104,605%
|
|
|
14
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$23.1M
|
-$817K
|
-16,058
|
-3%
|
|
|
15
|
ETrade Capital Management
Arlington,
Virginia
|
$22.2M
|
+$7.48M
|
+147,002
|
+50%
|
|
|
16
|
Garde Capital
Seattle,
Washington
|
$20M
|
-$126K
|
-2,479
|
-0.6%
|
|
|
17
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$19.3M
|
-$1.63M
|
-32,034
|
-8%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$19M
|
+$2.53M
|
+49,698
|
+15%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.4M
|
+$8.63M
|
+169,600
|
+87%
|
|
|
20
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$14.9M
|
+$6.27M
|
+123,223
|
+71%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$1.73M
|
+33,924
|
+13%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$13M
|
+$1.72M
|
+33,893
|
+15%
|
|
|
23
|
Altium Wealth Management
Purchase,
New York
|
$12M
|
+$5.83M
|
+114,581
|
+93%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$11.4M
|
+$229K
|
+4,504
|
+2%
|
|
|
25
|
Janiczek Wealth Management
Denver,
Colorado
|
$11.3M
|
-$291K
|
-5,721
|
-2%
|
|
