|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.7M
|
+$1.53M
|
+47,465
|
+10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
-$88.9K
|
-2,762
|
-0.7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$1.85M
|
+57,366
|
+21%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$7.76M
|
+$1.28M
|
+39,861
|
+19%
|
|
|
5
|
UMB Bank
Kansas City,
Missouri
|
$3.87M
|
+$205K
|
+6,367
|
+5%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.67M
|
+$110K
|
+3,419
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.49M
|
+$279K
|
+8,664
|
+8%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$3.23M
|
+$3.31M
|
+102,913
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.04M
|
+$3.12M
|
+96,856
|
New
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.39M
|
-$68.6K
|
-2,131
|
-3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.26M
|
+$1.81M
|
+56,139
|
+351%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.25M
|
+$760K
|
+23,601
|
+49%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.14M
|
–
|
–
|
–
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$2M
|
-$3.25M
|
-100,940
|
-61%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.72M
|
+$767K
|
+23,810
|
+77%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.5M
|
+$69K
|
+2,144
|
+5%
|
|
|
17
|
Brio Consultants
San Francisco,
California
|
$975K
|
+$10.7K
|
+332
|
+1%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$974K
|
–
|
–
|
–
|
|
|
19
|
Wealth Architects
Mountain View,
California
|
$958K
|
+$984K
|
+30,568
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$861K
|
+$115K
|
+3,571
|
+15%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$857K
|
+$48.4K
|
+1,502
|
+6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$735K
|
+$119K
|
+3,695
|
+19%
|
|
|
23
|
Oppenheimer Asset Management
New York
|
$685K
|
+$285K
|
+8,855
|
+68%
|
|
|
24
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$682K
|
+$8.69K
|
+270
|
+1%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$649K
|
+$1.22K
|
+38
|
+0.2%
|
|
