|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$244M
|
+$57.6M
|
+2,431,715
|
+30%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.3M
|
+$28.1M
|
+1,184,094
|
+40%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47.2M
|
-$2.44M
|
-103,096
|
-5%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$21.1M
|
+$3.08M
|
+129,830
|
+17%
|
|
|
5
|
|
$15.7M
|
-$456K
|
-19,238
|
-3%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$13M
|
+$488K
|
+20,598
|
+4%
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$10.9M
|
+$1.73M
|
+72,957
|
+18%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$10.4M
|
+$1.02M
|
+42,837
|
+11%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$8.72M
|
-$500K
|
-21,078
|
-5%
|
|
|
10
|
|
$8.67M
|
-$390K
|
-16,448
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.32M
|
+$508K
|
+21,425
|
+6%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.86M
|
+$1.43M
|
+60,137
|
+22%
|
|
|
13
|
IMPACTfolio
Denver,
Colorado
|
$7.24M
|
+$657K
|
+27,708
|
+10%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.1M
|
-$247K
|
-10,412
|
-3%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.87M
|
-$519K
|
-21,910
|
-8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.26M
|
+$299K
|
+12,636
|
+6%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.85M
|
+$1.63M
|
+68,888
|
+49%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$4.44M
|
+$1.3M
|
+54,860
|
+40%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.42M
|
-$780K
|
-32,914
|
-15%
|
|
|
20
|
Park Avenue Securities
New York
|
$4.28M
|
+$1.16M
|
+48,769
|
+36%
|
|
|
21
|
One Wealth Advisors
San Francisco,
California
|
$4.08M
|
+$2.94M
|
+124,158
|
+239%
|
|
|
22
|
Eastern Bank
Boston,
Massachusetts
|
$3.71M
|
+$3.8M
|
+160,152
|
New
|
|
|
23
|
|
$3.56M
|
+$889K
|
+37,493
|
+32%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$3.5M
|
-$897K
|
-37,863
|
-20%
|
|
|
25
|
WesBanco Bank
Wheeling,
West Virginia
|
$2.63M
|
+$113K
|
+4,755
|
+4%
|
|
