|
1
|
|
$580M
|
+$12.3M
|
+123,452
|
+2%
|
|
|
2
|
|
$513M
|
-$13.4M
|
-134,356
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$317M
|
-$11.1M
|
-111,161
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$286M
|
+$47.1M
|
+471,945
|
+20%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$175M
|
+$12.1M
|
+121,012
|
+7%
|
|
|
6
|
|
$170M
|
-$13.1M
|
-131,401
|
-7%
|
|
|
7
|
ACR Alpine Capital Research
St. Louis,
Missouri
|
$145M
|
+$21.6M
|
+216,021
|
+18%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$123M
|
-$5.05M
|
-50,532
|
-4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$119M
|
-$644K
|
-6,444
|
-0.5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99.4M
|
+$1.18M
|
+11,815
|
+1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.2M
|
+$8.08M
|
+80,868
|
+9%
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$74.7M
|
+$69.1M
|
+691,654
|
+1,262%
|
|
|
13
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$70.4M
|
-$450K
|
-4,500
|
-0.6%
|
|
|
14
|
St. James Investment Company
Southlake,
Texas
|
$61M
|
+$16.1M
|
+160,890
|
+36%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$56.8M
|
-$1.5M
|
-15,059
|
-3%
|
|
|
16
|
Crane Advisory
Fullerton,
California
|
$53.4M
|
+$8.11M
|
+81,204
|
+18%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.6M
|
+$3.2M
|
+32,042
|
+8%
|
|
|
18
|
Oppenheimer Asset Management
New York
|
$43.7M
|
+$5.83M
|
+58,341
|
+15%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$42.4M
|
+$1.68M
|
+16,831
|
+4%
|
|
|
20
|
Acorns Advisers
Irvine,
California
|
$42M
|
-$750K
|
-7,504
|
-2%
|
|
|
21
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$37.9M
|
+$1.61M
|
+16,135
|
+4%
|
|
|
22
|
Renaissance Technologies
New York
|
$35.1M
|
–
|
–
|
–
|
|
|
23
|
Retireful LLC
Haslett,
Michigan
|
$31.1M
|
-$24.4M
|
-243,884
|
-44%
|
|
|
24
|
Rock Creek Group
Washington,
District of Columbia
|
$31M
|
+$7.13M
|
+71,397
|
+30%
|
|
|
25
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$29.4M
|
+$23.6M
|
+236,710
|
+414%
|
|
