|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$201M
|
+$3.6M
|
+158,285
|
+2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$145M
|
+$1.08M
|
+47,608
|
+0.7%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.3M
|
-$986K
|
-43,300
|
-2%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$33.3M
|
+$4.4M
|
+193,065
|
+15%
|
|
|
5
|
|
$22.4M
|
+$20M
|
+877,394
|
+810%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$17.5M
|
+$1.54M
|
+67,564
|
+10%
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$17.1M
|
+$1.53M
|
+66,986
|
+10%
|
|
|
8
|
|
$16.3M
|
+$3.05M
|
+133,968
|
+23%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$15M
|
+$133K
|
+5,821
|
+0.9%
|
|
|
10
|
|
$14.6M
|
+$2.09M
|
+91,639
|
+17%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$13.8M
|
+$1.61M
|
+70,590
|
+13%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
-$172K
|
-7,555
|
-1%
|
|
|
13
|
|
$13.2M
|
+$2.32M
|
+101,833
|
+21%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$1.96M
|
+85,978
|
+19%
|
|
|
15
|
|
$12M
|
+$9.75M
|
+428,108
|
+428%
|
|
|
16
|
Park Avenue Securities
New York
|
$11M
|
+$375K
|
+16,463
|
+4%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$9.36M
|
+$500K
|
+21,963
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8.46M
|
-$127K
|
-5,568
|
-1%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$7.92M
|
-$94.8K
|
-4,164
|
-1%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.49M
|
+$50.4K
|
+2,212
|
+0.7%
|
|
|
21
|
IMPACTfolio
Denver,
Colorado
|
$7.11M
|
-$139K
|
-6,116
|
-2%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$7.08M
|
+$81.3K
|
+3,571
|
+1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.92M
|
+$555K
|
+24,366
|
+9%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$4.5M
|
+$624K
|
+27,408
|
+16%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$4.42M
|
+$51.2K
|
+2,246
|
+1%
|
|
