|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$170M
|
-$11.5M
|
-495,590
|
-6%
|
|
|
2
|
|
$77.8M
|
+$6.24M
|
+269,248
|
+9%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$57.5M
|
-$3.35M
|
-144,758
|
-5%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$54.1M
|
-$213K
|
-9,201
|
-0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$39.5M
|
+$13.1M
|
+564,304
|
+48%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$38.4M
|
-$1.49M
|
-64,435
|
-4%
|
|
|
7
|
|
$30.7M
|
+$4.58M
|
+197,589
|
+17%
|
|
|
8
|
Barings
Charlotte,
North Carolina
|
$30M
|
-$6.87M
|
-296,533
|
-18%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$24.6M
|
+$1.75M
|
+75,564
|
+8%
|
|
|
10
|
|
$24.3M
|
-$66.9K
|
-2,888
|
-0.3%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$23.7M
|
+$1.61M
|
+69,714
|
+7%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$20.1M
|
+$1.15M
|
+49,848
|
+6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.5M
|
-$573K
|
-24,740
|
-4%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.6M
|
-$4.11M
|
-177,352
|
-24%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$11.9M
|
+$2.53M
|
+109,279
|
+26%
|
|
|
16
|
Park Avenue Securities
New York
|
$11.8M
|
-$1.06M
|
-45,718
|
-8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$9.51M
|
+$394K
|
+17,004
|
+4%
|
|
|
18
|
IMPACTfolio
Denver,
Colorado
|
$9.29M
|
+$495K
|
+21,371
|
+6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$9.2M
|
-$1.03M
|
-44,491
|
-10%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.22M
|
+$903K
|
+38,978
|
+12%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$7.95M
|
-$1.32M
|
-56,936
|
-14%
|
|
|
22
|
Bank of New York Mellon
New York
|
$7.22M
|
-$241K
|
-10,389
|
-3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$6.9M
|
-$613K
|
-26,486
|
-8%
|
|
|
24
|
Financial Engines Advisors
Santa Clara,
California
|
$6.55M
|
+$169K
|
+7,293
|
+3%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$6.51M
|
-$694K
|
-29,965
|
-9%
|
|
