|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$478M
|
-$21.2M
|
-407,958
|
-4%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$367M
|
-$6.38M
|
-122,514
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$226M
|
+$14.9M
|
+286,637
|
+7%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$217M
|
-$122K
|
-2,335
|
-0.1%
|
|
|
5
|
|
$205M
|
-$5.61M
|
-107,754
|
-3%
|
|
|
6
|
|
$199M
|
+$3.11M
|
+59,695
|
+2%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$118M
|
+$7.32M
|
+140,670
|
+7%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$71.1M
|
-$2.83M
|
-54,431
|
-4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$63.4M
|
-$31M
|
-594,798
|
-33%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$49.8M
|
+$4.01M
|
+76,973
|
+9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$45.8M
|
+$2.71M
|
+52,038
|
+6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$39M
|
+$2.61M
|
+50,058
|
+7%
|
|
|
13
|
|
$28.8M
|
-$303K
|
-5,829
|
-1%
|
|
|
14
|
Ritholtz Wealth Management
New York
|
$25.8M
|
-$146K
|
-2,806
|
-0.6%
|
|
|
15
|
|
$25.2M
|
+$25M
|
+479,922
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$23.5M
|
+$1.76M
|
+33,719
|
+8%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$21M
|
-$4.07M
|
-78,113
|
-16%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$20.6M
|
+$2.62M
|
+50,377
|
+15%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19.1M
|
+$1.59M
|
+30,493
|
+9%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$16.1M
|
+$1.64M
|
+31,425
|
+11%
|
|
|
21
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$15.1M
|
-$1.31M
|
-25,170
|
-8%
|
|
|
22
|
|
$15M
|
+$1.03M
|
+19,857
|
+7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.5M
|
-$1.14M
|
-21,970
|
-7%
|
|
|
24
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$12.3M
|
-$1.27M
|
-24,364
|
-9%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$10.7M
|
+$490K
|
+9,407
|
+5%
|
|
