|
1
|
Wealthfront
Palo Alto,
California
|
$367M
|
+$8.6M
|
+178,689
|
+2%
|
|
|
2
|
|
$243M
|
+$66.1M
|
+1,373,938
|
+37%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$231M
|
+$12.4M
|
+257,178
|
+6%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$128M
|
+$19.3M
|
+400,136
|
+18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$111M
|
-$5.94M
|
-123,327
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
-$45.9M
|
-952,800
|
-30%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104M
|
+$3.31M
|
+68,705
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.5M
|
+$2.5M
|
+51,907
|
+3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$76.1M
|
-$4.58M
|
-95,104
|
-6%
|
|
|
10
|
|
$49.1M
|
-$1.07M
|
-22,134
|
-2%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$30M
|
+$5.27M
|
+109,408
|
+21%
|
|
|
12
|
|
$24.6M
|
-$2.52M
|
-52,377
|
-9%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$24.3M
|
+$6.9M
|
+143,378
|
+40%
|
|
|
14
|
Bailard
Foster City,
California
|
$23.6M
|
+$4.67M
|
+97,088
|
+25%
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$22.4M
|
+$5.32M
|
+110,616
|
+31%
|
|
|
16
|
Ritholtz Wealth Management
New York
|
$17M
|
+$5.83M
|
+121,080
|
+52%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$16M
|
+$710K
|
+14,751
|
+5%
|
|
|
18
|
|
$15.1M
|
-$1.38M
|
-28,572
|
-8%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
-$708K
|
-14,701
|
-5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.1M
|
-$1.62M
|
-33,593
|
-10%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.1M
|
+$4.34M
|
+90,241
|
+76%
|
|
|
22
|
Wealthcare Capital Management
Richmond,
Virginia
|
$9.8M
|
+$660K
|
+13,707
|
+7%
|
|
|
23
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.64M
|
+$384K
|
+7,977
|
+4%
|
|
|
24
|
Prelude Capital Management
New York
|
$9.28M
|
+$3.71M
|
+77,034
|
+66%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.3M
|
+$1.45M
|
+30,144
|
+21%
|
|
