|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$181M
|
+$29.3M
|
+1,278,623
|
+19%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$60.5M
|
+$5.67M
|
+247,055
|
+10%
|
|
|
3
|
|
$53.2M
|
+$3.1M
|
+135,274
|
+6%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$48.7M
|
-$148M
|
-6,462,226
|
-75%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$47.3M
|
+$6.15M
|
+268,082
|
+15%
|
|
|
6
|
Barings
Charlotte,
North Carolina
|
$24.1M
|
+$11.1M
|
+484,452
|
+86%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.8M
|
-$7.03M
|
-306,458
|
-24%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$21.5M
|
+$2.32M
|
+100,967
|
+12%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$21.4M
|
+$2.83M
|
+123,376
|
+15%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$21.3M
|
+$1.07M
|
+46,437
|
+5%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$20.7M
|
+$1.42M
|
+61,735
|
+7%
|
|
|
12
|
|
$20.3M
|
+$3.04M
|
+132,538
|
+18%
|
|
|
13
|
|
$15.4M
|
+$1.23M
|
+53,770
|
+9%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
+$6.51M
|
+283,622
|
+91%
|
|
|
15
|
Park Avenue Securities
New York
|
$12.5M
|
+$1.65M
|
+72,048
|
+15%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$10.6M
|
+$1.53M
|
+66,917
|
+17%
|
|
|
17
|
|
$10.5M
|
-$2.6M
|
-113,269
|
-20%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$9.39M
|
+$478K
|
+20,838
|
+5%
|
|
|
19
|
Bank of New York Mellon
New York
|
$8.14M
|
-$32.8K
|
-1,432
|
-0.4%
|
|
|
20
|
IMPACTfolio
Denver,
Colorado
|
$7.9M
|
+$482K
|
+21,027
|
+7%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$7.73M
|
+$1.24M
|
+54,215
|
+19%
|
|
|
22
|
One Wealth Advisors
San Francisco,
California
|
$7.5M
|
+$977K
|
+42,607
|
+15%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$7.43M
|
+$499K
|
+21,746
|
+7%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.95M
|
-$3.02M
|
-131,785
|
-30%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$5.96M
|
-$1.08M
|
-46,899
|
-15%
|
|
