|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$482M
|
-$16.9M
|
-303,682
|
-3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$430M
|
-$141M
|
-2,543,050
|
-25%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$134M
|
-$135M
|
-2,429,846
|
-50%
|
|
|
4
|
|
$99.9M
|
+$42.2M
|
+760,870
|
+74%
|
|
|
5
|
|
$99M
|
-$2.63M
|
-47,302
|
-3%
|
|
|
6
|
Bailard
Foster City,
California
|
$75M
|
+$10.7M
|
+192,697
|
+17%
|
|
|
7
|
Facet Wealth Inc
Baltimore,
Maryland
|
$70.9M
|
+$13.8M
|
+247,805
|
+24%
|
|
|
8
|
Syon Capital
San Francisco,
California
|
$67.2M
|
-$7.79M
|
-140,364
|
-10%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$66.6M
|
-$4.41M
|
-79,480
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$65.3M
|
-$6.72M
|
-121,116
|
-9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$47M
|
+$2.37M
|
+42,734
|
+5%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$46.1M
|
-$1.26M
|
-22,685
|
-3%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$40.8M
|
+$9.75M
|
+175,539
|
+32%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
-$7.98M
|
-143,789
|
-20%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$29.1M
|
-$330K
|
-5,944
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$29M
|
+$2.79M
|
+50,276
|
+11%
|
|
|
17
|
|
$28.9M
|
+$1.48M
|
+26,680
|
+5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
+$974K
|
+17,545
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.6M
|
-$1.69M
|
-30,389
|
-7%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$21.6M
|
+$1.58M
|
+28,374
|
+8%
|
|
|
21
|
Opes Wealth Management
Menlo Park,
California
|
$21.6M
|
+$1.32M
|
+23,802
|
+7%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$21.3M
|
+$4.07M
|
+73,371
|
+24%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.2M
|
-$367K
|
-6,609
|
-2%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.1M
|
+$7.62M
|
+137,264
|
+67%
|
|
|
25
|
Orin Green Financial
San Diego,
California
|
$19.1M
|
-$1.33M
|
-23,889
|
-7%
|
|
