|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$221M
|
+$83.1M
|
+3,726,943
|
+58%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$128M
|
-$66M
|
-2,957,762
|
-33%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$45.3M
|
+$46.5M
|
+2,083,831
|
New
|
|
|
4
|
|
$42M
|
+$21.1M
|
+945,620
|
+96%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$35.1M
|
+$3.35M
|
+150,372
|
+10%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.9M
|
-$13.7M
|
-612,948
|
-29%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$19.4M
|
+$7.91M
|
+354,760
|
+66%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$17.7M
|
+$1.03M
|
+46,295
|
+6%
|
|
|
9
|
Acorns Advisers
Irvine,
California
|
$17.2M
|
+$913K
|
+40,927
|
+5%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$16M
|
+$2.9M
|
+130,147
|
+22%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.7M
|
+$2.67M
|
+119,633
|
+20%
|
|
|
12
|
|
$15.6M
|
-$14.7K
|
-657
|
-0.1%
|
|
|
13
|
|
$14.2M
|
+$223K
|
+10,009
|
+2%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$13.7M
|
-$594K
|
-26,615
|
-4%
|
|
|
15
|
|
$13.1M
|
+$395K
|
+17,701
|
+3%
|
|
|
16
|
Park Avenue Securities
New York
|
$9.27M
|
-$1.33M
|
-59,598
|
-12%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.61M
|
+$532K
|
+23,828
|
+6%
|
|
|
18
|
Bank of New York Mellon
New York
|
$8.15M
|
+$7.34M
|
+329,072
|
+721%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$7.62M
|
-$1.37M
|
-61,276
|
-15%
|
|
|
20
|
IMPACTfolio
Denver,
Colorado
|
$7.14M
|
+$345K
|
+15,474
|
+5%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$6.92M
|
+$153K
|
+6,849
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.55M
|
-$70.5K
|
-3,159
|
-1%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.39M
|
-$796K
|
-35,702
|
-11%
|
|
|
24
|
One Wealth Advisors
San Francisco,
California
|
$5.54M
|
+$1.64M
|
+73,569
|
+41%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$4.75M
|
+$452K
|
+20,256
|
+10%
|
|
