|
1
|
Charles Schwab
San Francisco,
California
|
$441M
|
+$1.05M
|
+18,836
|
+0.2%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$226M
|
-$262M
|
-4,689,842
|
-54%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$115M
|
-$21.5M
|
-383,826
|
-16%
|
|
|
4
|
|
$101M
|
-$404K
|
-7,223
|
-0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$93.6M
|
+$26.2M
|
+468,664
|
+40%
|
|
|
6
|
Bailard
Foster City,
California
|
$81.8M
|
+$5.03M
|
+89,922
|
+7%
|
|
|
7
|
Facet Wealth Inc
Baltimore,
Maryland
|
$79.4M
|
+$6.38M
|
+114,076
|
+9%
|
|
|
8
|
Syon Capital
San Francisco,
California
|
$65.7M
|
-$3.05M
|
-54,575
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$50.8M
|
+$2.62M
|
+46,915
|
+6%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$50M
|
+$2.8M
|
+49,965
|
+6%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$39.9M
|
-$1.82M
|
-32,457
|
-4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.3M
|
+$3.56M
|
+63,590
|
+12%
|
|
|
13
|
|
$31.2M
|
+$1.54M
|
+27,474
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$30.4M
|
-$2.48M
|
-44,363
|
-8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$28.9M
|
+$2.05M
|
+36,647
|
+8%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$28.4M
|
+$6.42M
|
+114,740
|
+30%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
+$921K
|
+16,470
|
+4%
|
|
|
18
|
Opes Wealth Management
Menlo Park,
California
|
$23.9M
|
+$1.74M
|
+31,099
|
+8%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$21.3M
|
+$19.3M
|
+345,476
|
+1,216%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$20.7M
|
-$1.4M
|
-25,049
|
-6%
|
|
|
21
|
Manhattan West Asset Management
Los Angeles,
California
|
$20M
|
+$734K
|
+13,112
|
+4%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$19.8M
|
-$9.77M
|
-174,591
|
-33%
|
|
|
23
|
Orin Green Financial
San Diego,
California
|
$18.5M
|
-$962K
|
-17,200
|
-5%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.1M
|
+$5.48M
|
+97,982
|
+45%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18M
|
-$1.6M
|
-28,683
|
-8%
|
|
