|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$494M
|
-$29.5M
|
-565,586
|
-6%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$369M
|
-$13.1M
|
-251,205
|
-3%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$215M
|
-$1.17M
|
-22,368
|
-0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$208M
|
+$14.7M
|
+281,974
|
+8%
|
|
|
5
|
|
$208M
|
-$9.22M
|
-176,931
|
-4%
|
|
|
6
|
|
$194M
|
-$6.62M
|
-126,989
|
-3%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$109M
|
+$4.51M
|
+86,484
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$93.6M
|
+$2.29M
|
+44,022
|
+3%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$73.1M
|
-$3.35M
|
-64,318
|
-4%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$45.2M
|
+$5.41M
|
+103,760
|
+14%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$42.6M
|
-$408K
|
-7,818
|
-0.9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
+$3.38M
|
+64,795
|
+10%
|
|
|
13
|
|
$28.8M
|
+$519K
|
+9,952
|
+2%
|
|
|
14
|
Ritholtz Wealth Management
New York
|
$25.7M
|
-$261K
|
-4,998
|
-1%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$24.9M
|
-$5.91M
|
-113,368
|
-19%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
+$468K
|
+8,977
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$17.8M
|
+$1.15M
|
+22,060
|
+7%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.3M
|
+$765K
|
+14,681
|
+5%
|
|
|
19
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$16.2M
|
-$49.5M
|
-948,871
|
-75%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$104K
|
+1,990
|
+0.7%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$14.3M
|
+$11.6M
|
+223,073
|
+433%
|
|
|
22
|
|
$13.9M
|
+$4.46M
|
+85,507
|
+47%
|
|
|
23
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$13.4M
|
-$833K
|
-15,988
|
-6%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$10.1M
|
+$417K
|
+7,992
|
+4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.69M
|
+$6.62M
|
+127,046
|
+213%
|
|
