|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$230M
|
+$10.9M
|
+465,191
|
+5%
|
|
|
2
|
|
$105M
|
+$1.49M
|
+63,682
|
+1%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$84M
|
-$1.38M
|
-58,955
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$77.3M
|
+$6.14M
|
+262,745
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$73.4M
|
+$64.7M
|
+2,768,196
|
+685%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$49.9M
|
+$912K
|
+39,026
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$37.5M
|
-$722K
|
-30,875
|
-2%
|
|
|
8
|
|
$36.9M
|
-$205K
|
-8,785
|
-0.5%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$30.3M
|
+$1.81M
|
+77,462
|
+6%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$24.6M
|
+$3.07M
|
+131,203
|
+14%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$23.8M
|
+$179K
|
+7,673
|
+0.8%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.5M
|
+$149K
|
+6,354
|
+0.7%
|
|
|
13
|
|
$19.9M
|
+$599K
|
+25,617
|
+3%
|
|
|
14
|
Fisher Asset Management
Camas,
Washington
|
$19.3M
|
+$887K
|
+37,944
|
+5%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.9M
|
+$3.57M
|
+152,713
|
+23%
|
|
|
16
|
Park Avenue Securities
New York
|
$17.2M
|
+$261K
|
+11,147
|
+2%
|
|
|
17
|
IMPACTfolio
Denver,
Colorado
|
$14M
|
+$715K
|
+30,597
|
+5%
|
|
|
18
|
|
$13.2M
|
+$11.9M
|
+509,832
|
+825%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$10.9M
|
+$266K
|
+11,374
|
+2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
+$1.19M
|
+50,928
|
+12%
|
|
|
21
|
Bank of New York Mellon
New York
|
$10M
|
+$1.9M
|
+81,362
|
+23%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$8.87M
|
+$95K
|
+4,066
|
+1%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$8.12M
|
+$1.09M
|
+46,610
|
+15%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.41M
|
+$999K
|
+42,720
|
+15%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$7.37M
|
+$79.5K
|
+3,399
|
+1%
|
|
