|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
-$63.1M
|
-2,728,574
|
-27%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$104M
|
+$19.7M
|
+849,919
|
+23%
|
|
|
3
|
|
$102M
|
-$4.15M
|
-179,256
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$75.7M
|
+$2.22M
|
+95,835
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$63.1M
|
-$14.2M
|
-615,760
|
-18%
|
|
|
6
|
|
$39.4M
|
+$2.49M
|
+107,768
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$37.6M
|
+$90.7K
|
+3,921
|
+0.2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$36M
|
-$13.9M
|
-602,615
|
-28%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$31.6M
|
+$1.32M
|
+56,881
|
+4%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$25.6M
|
+$1.04M
|
+44,889
|
+4%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$25.3M
|
+$1.48M
|
+63,858
|
+6%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$20.3M
|
+$1.04M
|
+45,139
|
+5%
|
|
|
13
|
|
$19.9M
|
-$20.3K
|
-878
|
-0.1%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.5M
|
-$4.02M
|
-173,995
|
-19%
|
|
|
15
|
IMPACTfolio
Denver,
Colorado
|
$14.3M
|
+$328K
|
+14,182
|
+2%
|
|
|
16
|
|
$13.2M
|
-$5.25K
|
-227
|
-0%
|
|
|
17
|
Park Avenue Securities
New York
|
$12.4M
|
-$4.74M
|
-204,833
|
-28%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$1.16M
|
+50,204
|
+11%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$9.35M
|
+$481K
|
+20,789
|
+5%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$9.19M
|
-$1.67M
|
-72,364
|
-15%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$8.75M
|
+$4.55M
|
+196,872
|
+109%
|
|
|
22
|
Bank of New York Mellon
New York
|
$8.48M
|
-$1.55M
|
-67,214
|
-16%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$7.29M
|
-$840K
|
-36,314
|
-10%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.86M
|
-$553K
|
-23,933
|
-7%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$6.82M
|
-$549K
|
-23,756
|
-7%
|
|
