|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$224M
|
+$25.6M
|
+1,100,966
|
+13%
|
|
|
2
|
|
$103M
|
+$11.5M
|
+493,212
|
+13%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$78.1M
|
+$6.36M
|
+272,969
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$68.1M
|
+$11.5M
|
+494,930
|
+21%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$49.2M
|
+$4.18M
|
+179,301
|
+9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$35.9M
|
-$2.85M
|
-122,519
|
-7%
|
|
|
7
|
|
$35.5M
|
+$2.07M
|
+88,786
|
+6%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$28.6M
|
+$1.23M
|
+52,805
|
+5%
|
|
|
9
|
Acorns Advisers
Irvine,
California
|
$22.9M
|
+$1.08M
|
+46,524
|
+5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.8M
|
+$2.96M
|
+127,233
|
+17%
|
|
|
11
|
|
$19.8M
|
+$962K
|
+41,304
|
+5%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$19.4M
|
+$1.91M
|
+82,011
|
+11%
|
|
|
13
|
Fisher Asset Management
Camas,
Washington
|
$18M
|
-$5.9M
|
-253,151
|
-25%
|
|
|
14
|
Park Avenue Securities
New York
|
$16.6M
|
+$2.55M
|
+109,668
|
+18%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.9M
|
+$823K
|
+35,358
|
+6%
|
|
|
16
|
IMPACTfolio
Denver,
Colorado
|
$11.9M
|
+$890K
|
+38,222
|
+8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$1.04M
|
+44,567
|
+11%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$10M
|
+$299K
|
+12,857
|
+3%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$9.96M
|
+$144K
|
+6,177
|
+1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9.17M
|
+$292K
|
+12,530
|
+3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$8.81M
|
+$304K
|
+13,061
|
+4%
|
|
|
22
|
Bank of New York Mellon
New York
|
$7.75M
|
+$778K
|
+33,386
|
+11%
|
|
|
23
|
One Wealth Advisors
San Francisco,
California
|
$7.61M
|
+$446K
|
+19,137
|
+6%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$6.99M
|
+$855K
|
+36,720
|
+14%
|
|
|
25
|
Financial Engines Advisors
Santa Clara,
California
|
$6.63M
|
+$590K
|
+25,331
|
+10%
|
|
