|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.14B
|
-$355M
|
-6,679,061
|
-23%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$962M
|
-$137M
|
-2,583,093
|
-12%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$776M
|
+$28.3M
|
+530,805
|
+4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$668M
|
+$282M
|
+5,294,553
|
+69%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$529M
|
+$9.5M
|
+178,575
|
+2%
|
|
|
6
|
|
$482M
|
+$53.5M
|
+1,004,491
|
+12%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$479M
|
+$14.3M
|
+268,103
|
+3%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$355M
|
+$290M
|
+5,440,234
|
+375%
|
|
|
9
|
|
$327M
|
+$8.41M
|
+158,106
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$232M
|
+$14M
|
+263,045
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$202M
|
+$18.2M
|
+341,275
|
+10%
|
|
|
12
|
|
$197M
|
+$157M
|
+2,944,359
|
+337%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$189M
|
+$178M
|
+3,344,865
|
+1,035%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$178M
|
+$13M
|
+244,779
|
+8%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
-$16.1M
|
-301,918
|
-8%
|
|
|
16
|
Dowling & Yahnke
San Diego,
California
|
$152M
|
+$157M
|
+2,946,917
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87M
|
+$48.7M
|
+914,925
|
+118%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$82.4M
|
+$20.9M
|
+392,351
|
+33%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$81.2M
|
+$22.6M
|
+424,373
|
+37%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$80.2M
|
+$16.3M
|
+305,765
|
+24%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$74.3M
|
-$465K
|
-8,731
|
-0.6%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$69.9M
|
-$47.5K
|
-892
|
-0.1%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$63.4M
|
+$64.6M
|
+1,213,366
|
+7,210%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$62.6M
|
+$2.62M
|
+49,144
|
+4%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$60.8M
|
+$5.02M
|
+94,351
|
+9%
|
|
