|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$624M
|
+$6.48M
|
+128,042
|
+1%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$281M
|
-$2.71M
|
-53,616
|
-1%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$218M
|
-$5.15M
|
-101,726
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$210M
|
+$382K
|
+7,553
|
+0.2%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$204M
|
-$3.77M
|
-74,522
|
-2%
|
|
|
6
|
|
$162M
|
-$13.6M
|
-268,497
|
-8%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$140M
|
-$12.3M
|
-243,161
|
-8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$123M
|
-$2.22M
|
-43,932
|
-2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$118M
|
+$3.26M
|
+64,472
|
+3%
|
|
|
10
|
|
$62.3M
|
+$926K
|
+18,285
|
+2%
|
|
|
11
|
|
$31.3M
|
-$733K
|
-14,489
|
-2%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$30.7M
|
-$1.67M
|
-33,060
|
-5%
|
|
|
13
|
Ritholtz Wealth Management
New York
|
$30.7M
|
+$1.77M
|
+34,957
|
+6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.2M
|
-$17.1M
|
-337,644
|
-37%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$28.8M
|
+$569K
|
+11,232
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$21.1M
|
+$1.31M
|
+25,830
|
+7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$1.69M
|
+33,364
|
+12%
|
|
|
18
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$15.8M
|
-$221K
|
-4,360
|
-1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
-$1.1M
|
-21,748
|
-7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$14.5M
|
+$614K
|
+12,122
|
+4%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12.8M
|
+$996K
|
+19,666
|
+8%
|
|
|
22
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.5M
|
-$862K
|
-17,020
|
-6%
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$12.2M
|
+$3.67M
|
+72,419
|
+43%
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$11.4M
|
+$327K
|
+6,460
|
+3%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
+$10.6M
|
+208,982
|
New
|
|
