|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$223M
|
-$6.5M
|
-280,623
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
+$30.7M
|
+1,327,222
|
+32%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45.8M
|
+$1.55M
|
+66,761
|
+3%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$22.4M
|
+$2.66M
|
+114,744
|
+13%
|
|
|
5
|
|
$19.3M
|
+$19.6M
|
+846,154
|
+2,126%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$13.7M
|
+$12.8M
|
+551,423
|
+713%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$13.2M
|
+$1.09M
|
+47,057
|
+8%
|
|
|
8
|
Acorns Advisers
Irvine,
California
|
$11.8M
|
+$1.62M
|
+69,791
|
+15%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$10.7M
|
+$995K
|
+42,981
|
+10%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.32M
|
+$2.05M
|
+88,367
|
+26%
|
|
|
11
|
|
$8.67M
|
–
|
–
|
–
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$7.89M
|
-$343K
|
-14,805
|
-4%
|
|
|
13
|
IMPACTfolio
Denver,
Colorado
|
$6.81M
|
+$1.3K
|
+56
|
+0%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$6.59M
|
-$96.7K
|
-4,174
|
-1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6.2M
|
-$1.74M
|
-74,926
|
-21%
|
|
|
16
|
Park Avenue Securities
New York
|
$5.99M
|
+$2.09M
|
+90,246
|
+49%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.79M
|
+$898K
|
+38,790
|
+17%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$5.48M
|
+$1.38M
|
+59,526
|
+31%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$5.26M
|
+$3.33M
|
+143,650
|
+147%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.53M
|
-$38.6K
|
-1,666
|
-0.8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.46M
|
+$322K
|
+13,903
|
+7%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.12M
|
-$1.43M
|
-61,676
|
-24%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.93M
|
+$675K
|
+29,130
|
+19%
|
|
|
24
|
|
$3.75M
|
+$421K
|
+18,167
|
+12%
|
|
|
25
|
Eastern Bank
Boston,
Massachusetts
|
$3.57M
|
+$86.8K
|
+3,750
|
+2%
|
|
