|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$493M
|
+$405K
|
+3,777
|
+0.1%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$329M
|
+$1.07M
|
+10,009
|
+0.4%
|
|
|
3
|
|
$283M
|
+$43M
|
+400,728
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
+$697K
|
+6,498
|
+0.5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$140M
|
-$722K
|
-6,727
|
-0.6%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$128M
|
-$1.07M
|
-9,961
|
-0.9%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$114M
|
+$103M
|
+961,356
|
+29,274%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$113M
|
+$17.8M
|
+165,986
|
+21%
|
|
|
9
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$85.6M
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.3M
|
+$6.06M
|
+56,429
|
+9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$83.2M
|
-$15.5M
|
-144,708
|
-17%
|
|
|
12
|
Cabana LLC
Fayetteville,
Arkansas
|
$79.9M
|
+$72.5M
|
+675,159
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$78.7M
|
-$7.84M
|
-73,021
|
-10%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$74.4M
|
+$2.5M
|
+23,333
|
+4%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$67.9M
|
+$61.3M
|
+570,848
|
New
|
|
|
16
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$62.6M
|
+$1.87M
|
+17,440
|
+3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$62.1M
|
-$3.91M
|
-36,393
|
-7%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$59.7M
|
+$4.69M
|
+43,713
|
+9%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$52.3M
|
+$5.63M
|
+52,437
|
+13%
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$45.5M
|
-$7.12M
|
-66,299
|
-15%
|
|
|
21
|
Voya Financial Advisors
Windsor,
Connecticut
|
$43.5M
|
-$423K
|
-3,941
|
-1%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$42.4M
|
+$2.29M
|
+21,370
|
+6%
|
|
|
23
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$41.2M
|
-$80.8K
|
-753
|
-0.2%
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$39.6M
|
+$1.25M
|
+11,662
|
+4%
|
|
|
25
|
FCG Advisors
Chatham,
New Jersey
|
$39.2M
|
-$35.2K
|
-328
|
-0.1%
|
|
