|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$195M
|
+$21.2M
|
+927,525
|
+12%
|
|
|
2
|
|
$90.1M
|
+$4.78M
|
+209,761
|
+6%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$70.6M
|
+$9.73M
|
+426,721
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$55.7M
|
+$11.2M
|
+489,198
|
+26%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$44.4M
|
+$245K
|
+10,762
|
+0.6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$38.3M
|
-$1.59M
|
-69,911
|
-4%
|
|
|
7
|
|
$33M
|
+$4.19M
|
+183,722
|
+15%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$26.9M
|
+$920K
|
+40,330
|
+4%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$23.7M
|
+$714K
|
+31,308
|
+3%
|
|
|
10
|
Acorns Advisers
Irvine,
California
|
$21.5M
|
-$3.19M
|
-139,854
|
-13%
|
|
|
11
|
|
$18.6M
|
-$3.93M
|
-172,252
|
-18%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.6M
|
+$2.55M
|
+111,701
|
+17%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$17.2M
|
+$3.41M
|
+149,588
|
+25%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.8M
|
+$2.29M
|
+100,415
|
+19%
|
|
|
15
|
Park Avenue Securities
New York
|
$13.8M
|
+$1.83M
|
+80,443
|
+16%
|
|
|
16
|
IMPACTfolio
Denver,
Colorado
|
$10.8M
|
+$402K
|
+17,611
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.76M
|
+$523K
|
+22,943
|
+6%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$9.67M
|
+$1.12M
|
+48,974
|
+13%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.56M
|
-$24.2K
|
-1,061
|
-0.3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.75M
|
+$3.47K
|
+152
|
+0%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$8.38M
|
+$166K
|
+7,264
|
+2%
|
|
|
22
|
One Wealth Advisors
San Francisco,
California
|
$7.06M
|
+$830K
|
+36,381
|
+14%
|
|
|
23
|
Bank of New York Mellon
New York
|
$6.86M
|
-$68.9K
|
-3,022
|
-1%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.13M
|
+$2.73M
|
+119,642
|
+83%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$6.04M
|
+$561K
|
+24,585
|
+10%
|
|
