|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
+$631K
|
+27,004
|
+0.3%
|
|
|
2
|
|
$75.1M
|
+$7.04M
|
+301,467
|
+11%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$63.7M
|
+$438K
|
+18,770
|
+0.7%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$56.9M
|
+$2.17M
|
+92,884
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$41.8M
|
-$4.67M
|
-199,841
|
-10%
|
|
|
6
|
Barings
Charlotte,
North Carolina
|
$38.4M
|
+$12M
|
+514,224
|
+47%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$27.9M
|
+$1.58M
|
+67,582
|
+6%
|
|
|
8
|
|
$27.4M
|
+$2.68M
|
+114,919
|
+11%
|
|
|
9
|
|
$25.5M
|
+$1.79M
|
+76,668
|
+8%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$23.9M
|
+$621K
|
+26,588
|
+3%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$23.2M
|
+$501K
|
+21,472
|
+2%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$19.9M
|
-$4.78M
|
-204,523
|
-20%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.4M
|
-$4.1M
|
-175,368
|
-19%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.7M
|
+$587K
|
+25,148
|
+4%
|
|
|
15
|
Park Avenue Securities
New York
|
$13.5M
|
+$188K
|
+8,040
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$761K
|
+32,580
|
+8%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$9.91M
|
+$2.12M
|
+90,734
|
+28%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$9.68M
|
-$477K
|
-20,429
|
-5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.55M
|
+$383K
|
+16,409
|
+4%
|
|
|
20
|
IMPACTfolio
Denver,
Colorado
|
$9.22M
|
+$183K
|
+7,824
|
+2%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
+$57.3K
|
+2,452
|
+0.7%
|
|
|
22
|
Bank of New York Mellon
New York
|
$7.81M
|
-$352K
|
-15,054
|
-4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.69M
|
+$185K
|
+7,904
|
+3%
|
|
|
24
|
One Wealth Advisors
San Francisco,
California
|
$7.53M
|
+$7.39M
|
+316,452
|
New
|
|
|
25
|
Financial Engines Advisors
Santa Clara,
California
|
$6.68M
|
+$71.9K
|
+3,079
|
+1%
|
|
