|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$181M
|
+$1.75M
|
+77,419
|
+1%
|
|
|
2
|
|
$64.8M
|
+$12.2M
|
+539,093
|
+23%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$60.4M
|
+$599K
|
+26,481
|
+1%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$52.2M
|
+$5.46M
|
+241,438
|
+12%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$44.4M
|
-$3.81M
|
-168,353
|
-8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$25.2M
|
+$4.07M
|
+179,955
|
+19%
|
|
|
7
|
Barings
Charlotte,
North Carolina
|
$25M
|
+$1.21M
|
+53,312
|
+5%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$23.6M
|
+$2.4M
|
+105,857
|
+11%
|
|
|
9
|
|
$23.6M
|
+$8.29M
|
+366,392
|
+55%
|
|
|
10
|
|
$22.6M
|
+$2.54M
|
+112,087
|
+13%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$22.3M
|
+$1.11M
|
+49,125
|
+5%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$21.6M
|
+$1.23M
|
+54,149
|
+6%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.6M
|
-$1.91M
|
-84,260
|
-9%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.5M
|
-$74.2K
|
-3,279
|
-0.5%
|
|
|
15
|
Park Avenue Securities
New York
|
$12.7M
|
+$320K
|
+14,125
|
+3%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$9.71M
|
-$794K
|
-35,075
|
-8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$9.47M
|
+$187K
|
+8,266
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.75M
|
+$1.11M
|
+48,837
|
+15%
|
|
|
19
|
IMPACTfolio
Denver,
Colorado
|
$8.63M
|
+$821K
|
+36,266
|
+11%
|
|
|
20
|
Bank of New York Mellon
New York
|
$7.8M
|
-$239K
|
-10,562
|
-3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$7.44M
|
+$104K
|
+4,578
|
+1%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$7.4M
|
+$1.91M
|
+84,411
|
+35%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.16M
|
+$290K
|
+12,799
|
+4%
|
|
|
24
|
Financial Engines Advisors
Santa Clara,
California
|
$6.31M
|
+$509K
|
+22,483
|
+9%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$5.2M
|
-$72.3K
|
-3,194
|
-1%
|
|
