|
1
|
|
$533M
|
+$87.7M
|
+1,894,314
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$470M
|
+$340K
|
+7,348
|
+0.1%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$441M
|
-$19.3M
|
-417,485
|
-4%
|
|
|
4
|
|
$271M
|
+$18.5M
|
+398,539
|
+7%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$197M
|
-$3.17M
|
-68,413
|
-2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$181M
|
+$8.63M
|
+186,294
|
+5%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$140M
|
+$39.1M
|
+845,062
|
+39%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$73.9M
|
+$2.01M
|
+43,482
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.2M
|
-$147K
|
-3,177
|
-0.3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$43.3M
|
-$3.73M
|
-80,486
|
-8%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$38.2M
|
-$203K
|
-4,389
|
-0.5%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$37.5M
|
+$736K
|
+15,903
|
+2%
|
|
|
13
|
Bailard
Foster City,
California
|
$37.1M
|
-$13M
|
-281,615
|
-26%
|
|
|
14
|
Barclays
London,
United Kingdom
|
$36.9M
|
+$37M
|
+799,988
|
New
|
|
|
15
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$20.6M
|
+$254K
|
+5,476
|
+1%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.2M
|
+$6.17M
|
+133,167
|
+51%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$17.8M
|
+$232K
|
+5,005
|
+1%
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
$17.3M
|
+$4.69M
|
+101,371
|
+37%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$17M
|
-$884K
|
-19,084
|
-5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
-$59K
|
-1,274
|
-0.4%
|
|
|
21
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$13.2M
|
-$5M
|
-108,000
|
-27%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$13M
|
-$124K
|
-2,674
|
-0.9%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$12.2M
|
+$122K
|
+2,636
|
+1%
|
|
|
24
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$11.8M
|
+$325K
|
+7,019
|
+3%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$11.1M
|
+$134K
|
+2,891
|
+1%
|
|
