|
1
|
Wealthfront
Palo Alto,
California
|
$373M
|
+$6.56M
|
+137,074
|
+2%
|
|
|
2
|
|
$252M
|
+$7.94M
|
+165,905
|
+3%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$228M
|
-$3.37M
|
-70,453
|
-1%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$146M
|
+$17.9M
|
+374,214
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
+$4.73M
|
+98,838
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$111M
|
+$599K
|
+12,517
|
+0.5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$99.3M
|
-$4.07M
|
-85,160
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.5M
|
+$4.7M
|
+98,168
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$76.9M
|
+$899K
|
+18,798
|
+1%
|
|
|
10
|
|
$48.1M
|
-$950K
|
-19,854
|
-2%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$30M
|
+$5.78M
|
+120,730
|
+24%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$29.7M
|
-$327K
|
-6,839
|
-1%
|
|
|
13
|
Bailard
Foster City,
California
|
$27.9M
|
+$4.31M
|
+89,988
|
+18%
|
|
|
14
|
|
$26.4M
|
+$1.81M
|
+37,754
|
+7%
|
|
|
15
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$22.8M
|
+$22.5M
|
+470,120
|
+9,856%
|
|
|
16
|
Brinker Capital
Berwyn,
Pennsylvania
|
$21.9M
|
-$492K
|
-10,283
|
-2%
|
|
|
17
|
Ritholtz Wealth Management
New York
|
$17.2M
|
+$187K
|
+3,902
|
+1%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17.2M
|
+$1.21M
|
+25,302
|
+8%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$58.5K
|
+1,222
|
+0.4%
|
|
|
20
|
|
$12.5M
|
-$2.53M
|
-52,839
|
-17%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$2.28M
|
-47,737
|
-16%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.7M
|
+$1.61M
|
+33,606
|
+16%
|
|
|
23
|
Wealthcare Capital Management
Richmond,
Virginia
|
$9.84M
|
+$43.8K
|
+915
|
+0.4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$9.56M
|
+$1.37M
|
+28,538
|
+17%
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.05M
|
-$579K
|
-12,092
|
-6%
|
|
