|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$153M
|
-$73M
|
-3,300,956
|
-33%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
-$3.25M
|
-147,013
|
-3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.7M
|
-$8.12M
|
-367,322
|
-17%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$24.7M
|
+$1.75M
|
+79,002
|
+8%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$14.7M
|
+$1.1M
|
+49,556
|
+8%
|
|
|
6
|
Acorns Advisers
Irvine,
California
|
$13.7M
|
+$1.65M
|
+74,474
|
+14%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$11.6M
|
+$599K
|
+27,063
|
+5%
|
|
|
8
|
|
$9.97M
|
+$1.61M
|
+72,789
|
+19%
|
|
|
9
|
|
$9.14M
|
+$5.26M
|
+237,929
|
+138%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.98M
|
-$554K
|
-25,058
|
-6%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$7.71M
|
-$363K
|
-16,421
|
-5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.3M
|
+$948K
|
+42,869
|
+15%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.89M
|
+$955K
|
+43,169
|
+16%
|
|
|
14
|
IMPACTfolio
Denver,
Colorado
|
$6.86M
|
-$110K
|
-4,991
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$5.98M
|
+$1.94M
|
+87,679
|
+49%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$5.95M
|
-$794K
|
-35,895
|
-12%
|
|
|
17
|
Park Avenue Securities
New York
|
$5.89M
|
-$235K
|
-10,607
|
-4%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$5.53M
|
-$81.8K
|
-3,697
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.27M
|
+$694K
|
+31,379
|
+15%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.09M
|
+$3.83M
|
+172,987
|
+313%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.42M
|
-$215K
|
-9,727
|
-5%
|
|
|
22
|
Eastern Bank
Boston,
Massachusetts
|
$3.56M
|
-$89.2K
|
-4,032
|
-2%
|
|
|
23
|
|
$3.52M
|
-$16.1M
|
-728,135
|
-82%
|
|
|
24
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$3.24M
|
+$559K
|
+25,277
|
+21%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$2.62M
|
+$44.1K
|
+1,994
|
+2%
|
|
