|
1
|
|
$563M
|
-$16.8M
|
-99,337
|
-3%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$537M
|
-$12.6M
|
-74,367
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$514M
|
-$799K
|
-4,735
|
-0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$273M
|
-$27.7M
|
-164,200
|
-9%
|
|
|
5
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$247M
|
+$25.3M
|
+149,765
|
+11%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$216M
|
+$114M
|
+678,205
|
+113%
|
|
|
7
|
|
$204M
|
-$5.44M
|
-32,236
|
-3%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$195M
|
-$1.81M
|
-10,744
|
-0.9%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$188M
|
+$15.4M
|
+91,427
|
+9%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$152M
|
+$255K
|
+1,510
|
+0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$151M
|
+$4.82M
|
+28,563
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129M
|
+$2.62M
|
+15,530
|
+2%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$125M
|
+$1.05M
|
+6,226
|
+0.8%
|
|
|
14
|
Vanguard Group
Malvern,
Pennsylvania
|
$124M
|
+$15.8M
|
+93,344
|
+15%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$123M
|
+$3.03M
|
+17,935
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$1.08M
|
+6,403
|
+1%
|
|
|
17
|
SigFig Wealth Management
San Francisco,
California
|
$108M
|
+$1.1M
|
+6,498
|
+1%
|
|
|
18
|
|
$100M
|
+$11.7M
|
+69,618
|
+13%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$95.2M
|
-$9.27M
|
-54,945
|
-9%
|
|
|
20
|
Blue Trust Inc
Alpharetta,
Georgia
|
$92.4M
|
-$891K
|
-5,277
|
-1%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$91.6M
|
+$712K
|
+4,221
|
+0.8%
|
|
|
22
|
|
$82.8M
|
+$5.79M
|
+34,314
|
+8%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$80.6M
|
-$25.3K
|
-150
|
-0%
|
|
|
24
|
SageView Advisory Group
Newport Beach,
California
|
$79.4M
|
+$78.9M
|
+467,628
|
+17,869%
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$77.2M
|
+$21.5M
|
+127,234
|
+39%
|
|
