|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.1B
|
+$152M
|
+2,833,029
|
+16%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$787M
|
+$78.8M
|
+1,472,280
|
+11%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$333M
|
+$39M
|
+728,895
|
+13%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$326M
|
-$27M
|
-504,048
|
-8%
|
|
|
5
|
|
$275M
|
+$135M
|
+2,524,729
|
+97%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$143M
|
+$9.05M
|
+169,166
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$138M
|
+$13.1M
|
+244,779
|
+10%
|
|
|
8
|
|
$91.3M
|
+$19.7M
|
+368,379
|
+28%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$84.8M
|
+$11.2M
|
+209,889
|
+15%
|
|
|
10
|
ETrade Capital Management
Arlington,
Virginia
|
$68.7M
|
+$12.7M
|
+236,509
|
+23%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$47.3M
|
-$1.16M
|
-21,681
|
-2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$44.1M
|
+$1.93M
|
+36,117
|
+5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.8M
|
+$16.4M
|
+305,724
|
+60%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$34.5M
|
+$2.93M
|
+54,733
|
+9%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.6M
|
+$3.64M
|
+68,097
|
+13%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$29.1M
|
+$4.35M
|
+81,224
|
+18%
|
|
|
17
|
Altium Wealth Management
Purchase,
New York
|
$28.7M
|
+$3.55M
|
+66,258
|
+14%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$27.2M
|
+$1.72M
|
+32,138
|
+7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$26.4M
|
+$3.56M
|
+66,537
|
+16%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$26.3M
|
+$7.8M
|
+145,714
|
+42%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$25.7M
|
+$1.18M
|
+22,069
|
+5%
|
|
|
22
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$25.5M
|
+$1.68M
|
+31,391
|
+7%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$20.2M
|
+$20.2M
|
+377,574
|
New
|
|
|
24
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$19.3M
|
+$1.46M
|
+27,243
|
+8%
|
|
|
25
|
Strategic Financial Services
Utica,
New York
|
$18.4M
|
+$16.7M
|
+312,865
|
+1,021%
|
|
