|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.5B
|
+$402M
|
+8,014,101
|
+36%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.4B
|
+$469M
|
+9,360,062
|
+50%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$875M
|
+$229M
|
+4,564,851
|
+35%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$866M
|
+$115M
|
+2,298,112
|
+15%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$556M
|
+$92.6M
|
+1,847,613
|
+20%
|
|
|
6
|
|
$461M
|
-$5.23M
|
-104,316
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$319M
|
+$94.4M
|
+1,883,032
|
+42%
|
|
|
8
|
|
$308M
|
-$8.64M
|
-172,339
|
-3%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$275M
|
+$267M
|
+5,335,089
|
+3,062%
|
|
|
10
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$244M
|
+$245M
|
+4,892,226
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$216M
|
+$43.8M
|
+874,371
|
+25%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$213M
|
+$30.1M
|
+600,915
|
+16%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$211M
|
+$15.3M
|
+305,128
|
+8%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$191M
|
-$154M
|
-3,074,642
|
-45%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$189M
|
+$23.6M
|
+471,540
|
+14%
|
|
|
16
|
|
$187M
|
-$3.76M
|
-74,939
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135M
|
+$50.7M
|
+1,011,028
|
+60%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$128M
|
+$126M
|
+2,512,421
|
+4,405%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$110M
|
+$31.5M
|
+628,141
|
+40%
|
|
|
20
|
Foster Group
West Des Moines,
Iowa
|
$106M
|
+$107M
|
+2,130,126
|
New
|
|
|
21
|
Dowling & Yahnke
San Diego,
California
|
$103M
|
-$44.4M
|
-886,577
|
-30%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$93.4M
|
+$13.7M
|
+273,878
|
+17%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$87M
|
+$27.9M
|
+555,701
|
+47%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$84.9M
|
+$27.3M
|
+545,133
|
+47%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$84M
|
+$40.1M
|
+799,352
|
+91%
|
|
