|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$200M
|
+$76.5M
|
+3,350,673
|
+63%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$147M
|
-$10.7M
|
-470,035
|
-7%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.8M
|
+$9.78M
|
+428,533
|
+25%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$29.2M
|
+$3.72M
|
+163,230
|
+15%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$16.1M
|
+$1.01M
|
+44,234
|
+7%
|
|
|
6
|
Acorns Advisers
Irvine,
California
|
$15.7M
|
+$1.53M
|
+66,958
|
+11%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$15M
|
+$14.9M
|
+652,369
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$14M
|
+$4.7M
|
+205,777
|
+51%
|
|
|
9
|
|
$13.4M
|
+$11.8M
|
+519,152
|
+805%
|
|
|
10
|
|
$12.7M
|
+$3.21M
|
+140,568
|
+34%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$12.3M
|
+$344K
|
+15,093
|
+3%
|
|
|
12
|
|
$11.1M
|
+$750K
|
+32,871
|
+7%
|
|
|
13
|
Park Avenue Securities
New York
|
$10.8M
|
+$4.67M
|
+204,752
|
+77%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$10.4M
|
+$3.24M
|
+142,146
|
+46%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$8.96M
|
+$3.23M
|
+141,744
|
+57%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.69M
|
+$1.15M
|
+50,285
|
+15%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$8.16M
|
+$152K
|
+6,660
|
+2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.53M
|
+$2.26M
|
+99,148
|
+43%
|
|
|
19
|
IMPACTfolio
Denver,
Colorado
|
$7.34M
|
+$253K
|
+11,068
|
+4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$7.08M
|
+$938K
|
+41,099
|
+15%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.44M
|
+$994K
|
+43,549
|
+18%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.07M
|
+$503K
|
+22,062
|
+11%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$4.42M
|
+$1.7M
|
+74,590
|
+63%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$3.93M
|
-$2.22M
|
-97,486
|
-36%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$3.81M
|
+$1.19M
|
+52,283
|
+46%
|
|
