|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$540M
|
+$204M
|
+4,205,850
|
+65%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$287M
|
-$8.83M
|
-181,961
|
-3%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$224M
|
-$4.63M
|
-95,362
|
-2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$214M
|
-$10.2M
|
-209,332
|
-5%
|
|
|
5
|
|
$182M
|
-$7.47M
|
-153,955
|
-4%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$165M
|
+$15.8M
|
+324,665
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
-$49M
|
-1,009,099
|
-25%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$123M
|
-$14.4M
|
-295,764
|
-11%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104M
|
+$1.64M
|
+33,721
|
+2%
|
|
|
10
|
|
$63.3M
|
+$18.2M
|
+375,816
|
+41%
|
|
|
11
|
|
$29.2M
|
-$6.89K
|
-142
|
-0%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$28.9M
|
+$108K
|
+2,235
|
+0.4%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$26.6M
|
-$1.72M
|
-35,396
|
-6%
|
|
|
14
|
Ritholtz Wealth Management
New York
|
$24.5M
|
+$19.1M
|
+393,861
|
+382%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
-$1.5M
|
-30,975
|
-6%
|
|
|
16
|
Bailard
Foster City,
California
|
$19.5M
|
-$11.1M
|
-228,644
|
-37%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
-$1.97M
|
-40,516
|
-11%
|
|
|
18
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$16.2M
|
+$251K
|
+5,181
|
+2%
|
|
|
19
|
Curi RMB Capital
Chicago,
Illinois
|
$16.1M
|
+$14.8M
|
+304,733
|
+1,396%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
-$203K
|
-4,192
|
-1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$6.25M
|
+128,860
|
+88%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$350K
|
+7,210
|
+3%
|
|
|
23
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$11.8M
|
+$11.7M
|
+240,297
|
New
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10.7M
|
-$264K
|
-5,435
|
-2%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$10.5M
|
+$1.52M
|
+31,220
|
+17%
|
|
