|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$463M
|
+$14.3M
|
+274,420
|
+3%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$391M
|
+$54.4M
|
+1,043,988
|
+16%
|
|
|
3
|
|
$365M
|
+$10.1M
|
+194,307
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$305M
|
+$31.4M
|
+602,992
|
+11%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$218M
|
+$3.48M
|
+66,807
|
+2%
|
|
|
6
|
|
$189M
|
-$4.01M
|
-76,960
|
-2%
|
|
|
7
|
|
$186M
|
+$186M
|
+3,563,529
|
+7,689%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$152M
|
+$11.2M
|
+214,745
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$68M
|
+$4.87M
|
+93,478
|
+8%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$66.1M
|
-$1.29M
|
-24,729
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$62.5M
|
+$373K
|
+7,158
|
+0.6%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$56.4M
|
+$1.19M
|
+22,789
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.8M
|
+$7.74M
|
+148,451
|
+18%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$30.4M
|
+$4.99M
|
+95,734
|
+19%
|
|
|
15
|
|
$28.7M
|
-$939K
|
-18,011
|
-3%
|
|
|
16
|
Ritholtz Wealth Management
New York
|
$28.4M
|
+$3.71M
|
+71,228
|
+15%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
+$220K
|
+4,219
|
+1%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21M
|
+$3.38M
|
+64,719
|
+19%
|
|
|
19
|
|
$20.8M
|
-$5.72M
|
-109,682
|
-21%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$18M
|
-$1.68M
|
-32,221
|
-8%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$17.6M
|
-$288K
|
-5,523
|
-2%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$16.1M
|
-$3.14M
|
-60,301
|
-16%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$222K
|
+4,254
|
+2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$14.2M
|
+$454K
|
+8,710
|
+3%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.8M
|
+$714K
|
+13,688
|
+6%
|
|
