|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$221M
|
-$944K
|
-40,144
|
-0.4%
|
|
|
2
|
|
$105M
|
+$2.67M
|
+113,296
|
+3%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$86.3M
|
+$8.84M
|
+375,548
|
+11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$72M
|
+$4.41M
|
+187,451
|
+6%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$49.6M
|
+$704K
|
+29,904
|
+1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$38.6M
|
+$2.94M
|
+124,774
|
+8%
|
|
|
7
|
|
$37.5M
|
+$2.2M
|
+93,705
|
+6%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$28.8M
|
+$453K
|
+19,248
|
+2%
|
|
|
9
|
Acorns Advisers
Irvine,
California
|
$23.9M
|
+$1.12M
|
+47,720
|
+5%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$21.8M
|
+$2.55M
|
+108,218
|
+13%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.6M
|
+$871K
|
+37,010
|
+4%
|
|
|
12
|
|
$19.5M
|
-$142K
|
-6,055
|
-0.7%
|
|
|
13
|
Fisher Asset Management
Camas,
Washington
|
$18.6M
|
+$699K
|
+29,695
|
+4%
|
|
|
14
|
Park Avenue Securities
New York
|
$17.1M
|
+$632K
|
+26,866
|
+4%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.6M
|
-$177K
|
-7,526
|
-1%
|
|
|
16
|
IMPACTfolio
Denver,
Colorado
|
$13.4M
|
+$1.62M
|
+68,685
|
+14%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$10.7M
|
+$832K
|
+35,376
|
+8%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$9.79M
|
+$3.81M
|
+161,993
|
+63%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.68M
|
-$247K
|
-10,519
|
-2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9.45M
|
+$347K
|
+14,763
|
+4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$8.87M
|
+$123K
|
+5,210
|
+1%
|
|
|
22
|
Bank of New York Mellon
New York
|
$8.23M
|
+$546K
|
+23,202
|
+7%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$7.43M
|
+$857K
|
+36,429
|
+13%
|
|
|
24
|
One Wealth Advisors
San Francisco,
California
|
$7.37M
|
-$182K
|
-7,735
|
-2%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$7.12M
|
+$179K
|
+7,618
|
+3%
|
|
