|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.71B
|
+$270M
|
+5,410,289
|
+18%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$891M
|
+$48.9M
|
+977,570
|
+6%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$827M
|
-$8.32M
|
-166,498
|
-1%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$802M
|
-$569M
|
-11,375,902
|
-41%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$669M
|
+$137M
|
+2,746,182
|
+25%
|
|
|
6
|
|
$489M
|
+$45.7M
|
+913,648
|
+10%
|
|
|
7
|
|
$436M
|
+$144M
|
+2,882,150
|
+47%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$348M
|
+$42.6M
|
+851,309
|
+13%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$313M
|
+$112M
|
+2,234,191
|
+52%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$248M
|
+$67.1M
|
+1,341,579
|
+35%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$243M
|
+$7.68M
|
+153,637
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$227M
|
+$25.2M
|
+504,310
|
+12%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$225M
|
+$17.8M
|
+357,036
|
+8%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$224M
|
-$42.6M
|
-851,669
|
-15%
|
|
|
15
|
SCS Capital Management
Boston,
Massachusetts
|
$210M
|
+$134M
|
+2,676,545
|
+160%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$21.6M
|
+431,523
|
+11%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$130M
|
+$59M
|
+1,180,744
|
+78%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$118M
|
+$43.4M
|
+868,624
|
+55%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$109M
|
+$2.65M
|
+53,001
|
+2%
|
|
|
20
|
Portfolio Solutions
Royal Oak,
Michigan
|
$107M
|
+$27.5M
|
+550,820
|
+33%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$97.6M
|
+$7.78M
|
+155,573
|
+8%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.6M
|
+$5.79M
|
+115,785
|
+7%
|
|
|
23
|
Dowling & Yahnke
San Diego,
California
|
$83M
|
-$16.8M
|
-335,444
|
-16%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$82.7M
|
-$42.6M
|
-851,704
|
-33%
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
$80M
|
+$8.69M
|
+173,793
|
+12%
|
|
