|
1
|
Charles Schwab
San Francisco,
California
|
$565M
|
+$74.4M
|
+1,298,720
|
+15%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$419M
|
+$61.6M
|
+1,076,603
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
+$7.94M
|
+138,666
|
+8%
|
|
|
4
|
|
$112M
|
+$3.65M
|
+63,696
|
+3%
|
|
|
5
|
Facet Wealth Inc
Baltimore,
Maryland
|
$101M
|
+$9.69M
|
+169,335
|
+11%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$100M
|
-$3.71M
|
-64,816
|
-4%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$97.5M
|
+$29.2M
|
+510,501
|
+43%
|
|
|
8
|
Syon Capital
San Francisco,
California
|
$80.4M
|
+$2.49M
|
+43,569
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$75.6M
|
+$9.35M
|
+163,261
|
+14%
|
|
|
10
|
Bailard
Foster City,
California
|
$69.9M
|
-$1.21M
|
-21,191
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.5M
|
+$5.57M
|
+97,204
|
+10%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$53.7M
|
+$735K
|
+12,841
|
+1%
|
|
|
13
|
|
$49.9M
|
-$969K
|
-16,932
|
-2%
|
|
|
14
|
|
$39.8M
|
+$509K
|
+8,891
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$38.4M
|
+$548K
|
+9,573
|
+1%
|
|
|
16
|
TIAA-CREF Individual & Institutional Services
New York
|
$38.4M
|
+$156K
|
+2,727
|
+0.4%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$36M
|
-$1.87M
|
-32,606
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.4M
|
+$2.21M
|
+38,582
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$29M
|
-$1.63M
|
-28,431
|
-5%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$27.5M
|
+$4.68M
|
+81,660
|
+21%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.2M
|
+$2.91M
|
+50,819
|
+13%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$25.1M
|
+$2.54M
|
+44,352
|
+11%
|
|
|
23
|
|
$22.5M
|
+$3.41M
|
+59,514
|
+18%
|
|
|
24
|
West Wealth Group
Irvine,
California
|
$22.2M
|
+$3.04M
|
+53,024
|
+16%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.8M
|
+$1.24M
|
+21,653
|
+6%
|
|
