|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$521M
|
-$71.5M
|
-1,404,152
|
-12%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$380M
|
+$81.9M
|
+1,607,518
|
+28%
|
|
|
3
|
|
$216M
|
+$7.97M
|
+156,458
|
+4%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$215M
|
-$4.54M
|
-89,203
|
-2%
|
|
|
5
|
|
$199M
|
-$2.15M
|
-42,251
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
-$174K
|
-3,420
|
-0.1%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104M
|
-$8.44M
|
-165,691
|
-8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$90.8M
|
-$33.6K
|
-660
|
-0%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$76.1M
|
-$7.75M
|
-152,220
|
-9%
|
|
|
10
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$65.1M
|
+$28.4M
|
+557,121
|
+79%
|
|
|
11
|
|
$60.4M
|
+$57.9M
|
+1,136,385
|
+3,438%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$42.8M
|
+$23.9M
|
+468,501
|
+130%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$39.6M
|
-$631M
|
-12,387,623
|
-94%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
+$1.6M
|
+31,456
|
+5%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$30.6M
|
-$332K
|
-6,526
|
-1%
|
|
|
16
|
|
$28.2M
|
-$2.63M
|
-51,577
|
-9%
|
|
|
17
|
Ritholtz Wealth Management
New York
|
$25.8M
|
-$2.85M
|
-56,050
|
-10%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
+$2.03M
|
+39,916
|
+11%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$16.6M
|
+$2.86M
|
+56,240
|
+21%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16.5M
|
+$16.2M
|
+318,673
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.3M
|
-$68.8K
|
-1,351
|
-0.5%
|
|
|
22
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$14.2M
|
-$807K
|
-15,847
|
-5%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$11.9M
|
-$1.6M
|
-31,427
|
-12%
|
|
|
24
|
Level Four Advisory Services
Dallas,
Texas
|
$9.95M
|
+$6.95M
|
+136,486
|
+244%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$9.62M
|
-$212K
|
-4,164
|
-2%
|
|
