|
1
|
|
$501M
|
+$42.4M
|
+917,593
|
+9%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$445M
|
-$455M
|
-9,861,689
|
-50%
|
|
|
3
|
|
$367M
|
+$7.96M
|
+172,331
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$301M
|
-$5.7M
|
-123,465
|
-2%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$194M
|
-$2.85M
|
-61,668
|
-1%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$150M
|
+$1.43M
|
+30,974
|
+1%
|
|
|
7
|
Bailard
Foster City,
California
|
$69.3M
|
+$13.6M
|
+293,567
|
+24%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$52.8M
|
-$11.3K
|
-245
|
-0%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$47M
|
+$2.57M
|
+55,637
|
+6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.3M
|
+$21.8M
|
+471,234
|
+110%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$32.8M
|
-$21.8M
|
-472,425
|
-40%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$26.9M
|
-$8.84M
|
-191,465
|
-25%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$25M
|
-$4.72M
|
-102,188
|
-16%
|
|
|
14
|
Parcion Private Wealth
Bellevue,
Washington
|
$23.7M
|
+$22.7M
|
+492,094
|
+3,292%
|
|
|
15
|
|
$23.6M
|
-$101M
|
-2,186,911
|
-81%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$23M
|
+$20.2M
|
+437,845
|
+686%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$21.7M
|
+$6.45M
|
+139,709
|
+42%
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18M
|
+$15.1M
|
+327,442
|
+510%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
-$2.94M
|
-63,624
|
-14%
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$17.4M
|
+$16.9M
|
+365,635
|
+2,826%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$15.1M
|
+$5.03M
|
+109,010
|
+49%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$14.5M
|
-$1.54M
|
-33,368
|
-10%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$12M
|
+$2.29M
|
+49,609
|
+23%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
-$916K
|
-19,838
|
-7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.4M
|
+$1.14M
|
+24,584
|
+12%
|
|
