|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$579M
|
+$30.2M
|
+595,081
|
+6%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$284M
|
-$5.3M
|
-104,399
|
-2%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$224M
|
-$2.89M
|
-56,889
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$210M
|
+$17.4M
|
+343,330
|
+9%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$209M
|
-$1.25M
|
-24,625
|
-0.6%
|
|
|
6
|
|
$174M
|
–
|
–
|
–
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$153M
|
-$12.8M
|
-252,972
|
-8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$126M
|
+$6.04M
|
+119,127
|
+5%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$115M
|
+$3.87M
|
+76,295
|
+3%
|
|
|
10
|
|
$61.5M
|
-$4.07M
|
-80,293
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.4M
|
+$20.2M
|
+397,549
|
+77%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$32.5M
|
+$1.56M
|
+30,751
|
+5%
|
|
|
13
|
|
$32.1M
|
-$893K
|
-17,598
|
-3%
|
|
|
14
|
Ritholtz Wealth Management
New York
|
$29M
|
+$958K
|
+18,888
|
+3%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$28.3M
|
+$219K
|
+4,319
|
+0.8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
+$3.94M
|
+77,599
|
+25%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
-$955K
|
-18,826
|
-5%
|
|
|
18
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$16.1M
|
-$259K
|
-5,109
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$1.15M
|
+22,665
|
+9%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$13.9M
|
-$472K
|
-9,307
|
-3%
|
|
|
21
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.4M
|
+$413K
|
+8,141
|
+3%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.8M
|
+$3.08M
|
+60,640
|
+35%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$11.1M
|
+$310K
|
+6,112
|
+3%
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$11.1M
|
-$162K
|
-3,202
|
-1%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.93M
|
-$1.57M
|
-30,984
|
-14%
|
|
