|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$937M
|
+$357M
|
+7,164,944
|
+58%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$646M
|
+$192M
|
+3,848,296
|
+40%
|
|
|
3
|
|
$479M
|
+$317M
|
+6,357,732
|
+174%
|
|
|
4
|
|
$375M
|
+$28.1M
|
+564,264
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$320M
|
+$10.6M
|
+212,304
|
+3%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$205M
|
-$760K
|
-15,249
|
-0.4%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$155M
|
+$7.56M
|
+151,652
|
+5%
|
|
|
8
|
|
$129M
|
+$112M
|
+2,245,183
|
+491%
|
|
|
9
|
Bailard
Foster City,
California
|
$58.3M
|
+$59M
|
+1,183,010
|
+3,421%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$56.9M
|
-$1.68M
|
-33,798
|
-3%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$55.1M
|
+$857K
|
+17,188
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.4M
|
-$4.71M
|
-94,467
|
-9%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$43.9M
|
-$17.3M
|
-347,087
|
-27%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$37.3M
|
+$16.1M
|
+322,409
|
+71%
|
|
|
15
|
55I LLC
Boston,
Massachusetts
|
$32.8M
|
+$12.7M
|
+254,556
|
+59%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$31M
|
-$37.1M
|
-744,879
|
-54%
|
|
|
17
|
|
$25.7M
|
-$3.16M
|
-63,368
|
-11%
|
|
|
18
|
Ritholtz Wealth Management
New York
|
$24.8M
|
+$119K
|
+2,388
|
+0.5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
-$51.2K
|
-1,028
|
-0.2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.5M
|
+$7.47M
|
+149,811
|
+54%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$16.7M
|
-$1.14M
|
-22,922
|
-6%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$15.9M
|
-$12.8M
|
-255,871
|
-43%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$13.2M
|
-$2.8M
|
-56,255
|
-17%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
+$86.5K
|
+1,736
|
+0.7%
|
|
|
25
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$12.1M
|
-$45.9K
|
-920
|
-0.4%
|
|
