|
1
|
Charles Schwab
San Francisco,
California
|
$485M
|
+$40.4M
|
+703,735
|
+9%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$294M
|
+$66.1M
|
+1,151,376
|
+29%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$16.8M
|
+292,879
|
+18%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$110M
|
-$6.11M
|
-106,473
|
-5%
|
|
|
5
|
|
$103M
|
+$1.2M
|
+20,936
|
+1%
|
|
|
6
|
Facet Wealth Inc
Baltimore,
Maryland
|
$86.6M
|
+$6.03M
|
+105,068
|
+8%
|
|
|
7
|
Bailard
Foster City,
California
|
$82.7M
|
+$251K
|
+4,372
|
+0.3%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$67.3M
|
+$67.2M
|
+1,170,981
|
New
|
|
|
9
|
Syon Capital
San Francisco,
California
|
$66M
|
-$205K
|
-3,571
|
-0.3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$56.9M
|
+$5.69M
|
+99,072
|
+11%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$52.1M
|
+$1.68M
|
+29,250
|
+3%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$39.1M
|
-$1.06M
|
-18,380
|
-3%
|
|
|
13
|
|
$37.5M
|
+$6.07M
|
+105,773
|
+19%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$35M
|
+$5.88M
|
+102,495
|
+20%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$31.6M
|
+$2.99M
|
+52,070
|
+10%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.2M
|
-$2.33M
|
-40,514
|
-7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$30.8M
|
+$207K
|
+3,612
|
+0.7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.9M
|
+$1.67M
|
+29,171
|
+7%
|
|
|
19
|
Opes Wealth Management
Menlo Park,
California
|
$25.2M
|
+$1.19M
|
+20,715
|
+5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.7M
|
+$3.46M
|
+60,318
|
+19%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$21.4M
|
+$607K
|
+10,581
|
+3%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$21.1M
|
+$1.17M
|
+20,356
|
+6%
|
|
|
23
|
Manhattan West Asset Management
Los Angeles,
California
|
$20.9M
|
+$707K
|
+12,321
|
+4%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$20.8M
|
-$721K
|
-12,563
|
-3%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$20.7M
|
+$5.15M
|
+89,679
|
+33%
|
|
