|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$289M
|
+$285M
|
+6,014,517
|
New
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$289M
|
-$23.6M
|
-499,702
|
-7%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$223M
|
-$5.15M
|
-108,786
|
-2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$219M
|
+$43.7M
|
+924,248
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
+$81.9M
|
+1,731,129
|
+73%
|
|
|
6
|
|
$185M
|
-$60.2M
|
-1,272,556
|
-25%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$145M
|
-$10M
|
-211,742
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$134M
|
+$14.7M
|
+311,232
|
+13%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$99.6M
|
-$2.36M
|
-49,892
|
-2%
|
|
|
10
|
|
$43.8M
|
+$3.73M
|
+78,744
|
+9%
|
|
|
11
|
Bailard
Foster City,
California
|
$30M
|
-$3.4M
|
-71,843
|
-10%
|
|
|
12
|
|
$28.5M
|
-$707K
|
-14,950
|
-2%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.1M
|
+$19.5M
|
+411,881
|
+239%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$28.1M
|
-$676K
|
-14,289
|
-2%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$27.6M
|
+$27.2M
|
+574,334
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.6M
|
-$51.1M
|
-1,080,482
|
-69%
|
|
|
17
|
Private Wealth Group
Tampa,
Florida
|
$18.7M
|
+$18.4M
|
+387,975
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
-$2.54M
|
-53,619
|
-12%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$15.6M
|
+$13M
|
+273,860
|
+546%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$384K
|
+8,109
|
+3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$921K
|
+19,458
|
+9%
|
|
|
22
|
Renaissance Technologies
New York
|
$11M
|
+$10.8M
|
+228,395
|
New
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10.7M
|
+$10.6M
|
+223,280
|
New
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$10.5M
|
+$10.4M
|
+218,750
|
New
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.34M
|
+$289K
|
+6,111
|
+3%
|
|
