|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$172M
|
-$210K
|
-9,166
|
-0.1%
|
|
|
2
|
|
$84.6M
|
+$5.61M
|
+245,008
|
+7%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$60.3M
|
+$5.32M
|
+232,552
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$44M
|
+$3.85M
|
+168,205
|
+10%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$43.8M
|
-$14.5M
|
-632,939
|
-25%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$39.7M
|
+$659K
|
+28,806
|
+2%
|
|
|
7
|
|
$28.5M
|
-$2.6M
|
-113,552
|
-8%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$25.8M
|
+$849K
|
+37,089
|
+3%
|
|
|
9
|
Acorns Advisers
Irvine,
California
|
$24.6M
|
+$522K
|
+22,826
|
+2%
|
|
|
10
|
Barings
Charlotte,
North Carolina
|
$23.3M
|
-$7.08M
|
-309,582
|
-23%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$22.8M
|
+$2.32M
|
+101,533
|
+11%
|
|
|
12
|
|
$22.4M
|
-$2.22M
|
-97,238
|
-9%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.9M
|
+$1.2M
|
+52,516
|
+9%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$13.6M
|
+$1.49M
|
+65,006
|
+12%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.4M
|
-$372K
|
-16,257
|
-3%
|
|
|
16
|
Park Avenue Securities
New York
|
$11.8M
|
-$175K
|
-7,640
|
-1%
|
|
|
17
|
IMPACTfolio
Denver,
Colorado
|
$10.3M
|
+$901K
|
+39,394
|
+10%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$9.52M
|
-$129K
|
-5,642
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.16M
|
+$802K
|
+35,067
|
+10%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.68M
|
-$646K
|
-28,228
|
-7%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$8.47M
|
+$397K
|
+17,344
|
+5%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$8.16M
|
+$1.15M
|
+50,163
|
+17%
|
|
|
23
|
Bank of New York Mellon
New York
|
$6.88M
|
-$445K
|
-19,453
|
-6%
|
|
|
24
|
Financial Engines Advisors
Santa Clara,
California
|
$6.82M
|
+$174K
|
+7,602
|
+3%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$6.17M
|
-$438K
|
-19,125
|
-7%
|
|
