|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$195M
|
-$30M
|
-1,159,426
|
-13%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.8M
|
+$70.7M
|
+2,733,598
|
+1,137%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53.8M
|
+$6.3M
|
+243,421
|
+13%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$19.7M
|
+$5.59M
|
+216,016
|
+38%
|
|
|
5
|
|
$17.5M
|
-$902K
|
-34,870
|
-5%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$13.6M
|
-$414K
|
-16,004
|
-3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$608K
|
+23,500
|
+6%
|
|
|
8
|
Acorns Advisers
Irvine,
California
|
$10M
|
+$2.69M
|
+103,792
|
+35%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$10M
|
+$383K
|
+14,783
|
+4%
|
|
|
10
|
|
$9.82M
|
+$762K
|
+29,433
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.49M
|
+$145K
|
+5,607
|
+2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.97M
|
+$799K
|
+30,875
|
+11%
|
|
|
13
|
IMPACTfolio
Denver,
Colorado
|
$7.16M
|
+$387K
|
+14,952
|
+6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.91M
|
+$5.72M
|
+220,884
|
+379%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.69M
|
+$144K
|
+5,583
|
+2%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.05M
|
+$154K
|
+5,934
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.63M
|
+$251K
|
+9,717
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.39M
|
+$450K
|
+17,384
|
+9%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4.75M
|
+$890K
|
+34,379
|
+22%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.88M
|
-$236K
|
-9,113
|
-6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.53M
|
-$124K
|
-4,798
|
-3%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.44M
|
+$3.01M
|
+116,353
|
+561%
|
|
|
23
|
Park Avenue Securities
New York
|
$3.42M
|
+$2.94M
|
+113,443
|
+503%
|
|
|
24
|
|
$2.92M
|
+$565K
|
+21,838
|
+23%
|
|
|
25
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$2.74M
|
+$325K
|
+12,558
|
+13%
|
|
