|
1
|
Personal Capital Advisors
Redwood City,
California
|
$660M
|
+$29.9M
|
+231,676
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$645M
|
+$15M
|
+116,209
|
+2%
|
|
|
3
|
|
$488M
|
-$945M
|
-7,318,429
|
-66%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$447M
|
-$6.98M
|
-54,074
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$432M
|
+$48.9M
|
+378,526
|
+13%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$289M
|
-$58M
|
-449,555
|
-17%
|
|
|
7
|
|
$236M
|
+$671K
|
+5,200
|
+0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$201M
|
+$5.79M
|
+44,876
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$198M
|
+$14.4M
|
+111,151
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$188M
|
-$22.1M
|
-171,499
|
-11%
|
|
|
11
|
Matson Money Inc
Mason,
Ohio
|
$174M
|
+$5.09M
|
+39,435
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$161M
|
-$5.54M
|
-42,886
|
-3%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$160M
|
+$9.97M
|
+77,239
|
+7%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$138M
|
+$2.49M
|
+19,309
|
+2%
|
|
|
15
|
Kensington Asset Management
Austin,
Texas
|
$135M
|
+$136M
|
+1,052,960
|
New
|
|
|
16
|
Advisors Preferred
Rockville,
Maryland
|
$135M
|
+$136M
|
+1,052,960
|
New
|
|
|
17
|
SCS Capital Management
Boston,
Massachusetts
|
$134M
|
-$401M
|
-3,104,404
|
-75%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$131M
|
-$5.53M
|
-42,852
|
-4%
|
|
|
19
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$120M
|
+$23.5M
|
+182,053
|
+24%
|
|
|
20
|
Meeder Asset Management
Dublin,
Ohio
|
$117M
|
+$117M
|
+906,621
|
New
|
|
|
21
|
|
$114M
|
+$106M
|
+823,380
|
+1,264%
|
|
|
22
|
|
$111M
|
+$45.9M
|
+355,588
|
+70%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$109M
|
+$7.92M
|
+61,371
|
+8%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$108M
|
+$263K
|
+2,036
|
+0.2%
|
|
|
25
|
SBB Research Group
Northbrook,
Illinois
|
$82.9M
|
+$83.2M
|
+644,138
|
New
|
|
