|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$201M
|
-$34.7M
|
-1,571,994
|
-15%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$153M
|
+$15.6M
|
+706,076
|
+12%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$55.5M
|
+$6.65M
|
+300,691
|
+14%
|
|
|
4
|
|
$50.7M
|
+$5.49M
|
+248,280
|
+13%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$41.6M
|
+$3.87M
|
+175,204
|
+11%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
-$4.69M
|
-212,092
|
-14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.5M
|
-$251K
|
-11,344
|
-1%
|
|
|
8
|
Acorns Advisers
Irvine,
California
|
$19.5M
|
+$1.01M
|
+45,725
|
+6%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$19.4M
|
+$403K
|
+18,215
|
+2%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$18.8M
|
+$1.59M
|
+71,830
|
+10%
|
|
|
11
|
|
$17.5M
|
+$2.19M
|
+99,206
|
+15%
|
|
|
12
|
|
$14.4M
|
+$378K
|
+17,080
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5M
|
-$3.13M
|
-141,723
|
-20%
|
|
|
14
|
|
$13.3M
|
-$3.22M
|
-145,786
|
-20%
|
|
|
15
|
Barings
Charlotte,
North Carolina
|
$13.1M
|
+$12.5M
|
+563,514
|
New
|
|
|
16
|
Park Avenue Securities
New York
|
$11M
|
+$1.03M
|
+46,805
|
+11%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$2.94M
|
+133,016
|
+44%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$9.21M
|
+$1M
|
+45,370
|
+13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$9.02M
|
-$183K
|
-8,263
|
-2%
|
|
|
20
|
Bank of New York Mellon
New York
|
$8.27M
|
-$428K
|
-19,367
|
-5%
|
|
|
21
|
IMPACTfolio
Denver,
Colorado
|
$7.5M
|
-$130K
|
-5,870
|
-2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.28M
|
+$418K
|
+18,891
|
+6%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$7.13M
|
-$7.19M
|
-325,242
|
-51%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$7.01M
|
-$374K
|
-16,942
|
-5%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$6.6M
|
+$640K
|
+28,975
|
+11%
|
|
