|
1
|
Wells Fargo
San Francisco,
California
|
$226M
|
+$9.77M
|
+338,694
|
+5%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$65.2M
|
+$64.7M
|
+2,244,295
|
New
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$50.6M
|
-$4.03M
|
-139,753
|
-7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$36.6M
|
+$22.6M
|
+783,307
|
+165%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$30.9M
|
-$19.3M
|
-670,320
|
-39%
|
|
|
6
|
|
$26.9M
|
+$521K
|
+18,064
|
+2%
|
|
|
7
|
Mizuho Asset Management
Tokyo,
Japan
|
$23.6M
|
+$6.64M
|
+230,092
|
+40%
|
|
|
8
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$19M
|
-$837K
|
-29,003
|
-4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$313K
|
+10,855
|
+2%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.3M
|
+$952K
|
+32,997
|
+7%
|
|
|
11
|
FDx Advisors
Chicago,
Illinois
|
$13.9M
|
+$1.55M
|
+53,873
|
+13%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.5M
|
-$3.66M
|
-126,998
|
-22%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$13.2M
|
+$13.1M
|
+455,583
|
New
|
|
|
14
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$10.6M
|
-$1.16M
|
-40,200
|
-10%
|
|
|
15
|
Makena Capital Management
Menlo Park,
California
|
$9.14M
|
+$97.5K
|
+3,381
|
+1%
|
|
|
16
|
|
$9.14M
|
+$9.07M
|
+314,619
|
New
|
|
|
17
|
McCutchen Group
Seattle,
Washington
|
$8.66M
|
+$2.09M
|
+72,508
|
+32%
|
|
|
18
|
|
$8.31M
|
+$737K
|
+25,564
|
+10%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$7.88M
|
+$227K
|
+7,877
|
+3%
|
|
|
20
|
Bangor Savings Bank
Bangor,
Maine
|
$7.72M
|
+$322K
|
+11,157
|
+4%
|
|
|
21
|
Commerce Bank
Kansas City,
Missouri
|
$7.24M
|
-$1.39M
|
-48,134
|
-16%
|
|
|
22
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$7.23M
|
-$1.32M
|
-45,720
|
-16%
|
|
|
23
|
SG Americas Securities
New York
|
$7.12M
|
–
|
–
|
–
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.65M
|
+$638K
|
+22,135
|
+10%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$6.46M
|
–
|
–
|
–
|
|
