|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
+$2.56M
|
+80,268
|
+16%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
+$4.07M
|
+127,641
|
+38%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$12.8M
|
+$9.9M
|
+310,888
|
+302%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
-$8.88K
|
-279
|
-0.1%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$7.13M
|
+$7.33M
|
+230,102
|
New
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.82M
|
+$200K
|
+6,271
|
+5%
|
|
|
7
|
UMB Bank
Kansas City,
Missouri
|
$3.79M
|
-$30K
|
-943
|
-0.8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.19M
|
-$261K
|
-8,187
|
-7%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.02M
|
+$819K
|
+25,706
|
+36%
|
|
|
10
|
Evolution Advisers
Richmond,
Virginia
|
$2.5M
|
+$2.56M
|
+80,535
|
New
|
|
|
11
|
|
$2.47M
|
+$2.54M
|
+79,716
|
New
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.43M
|
+$66.5K
|
+2,088
|
+3%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.42M
|
+$734K
|
+23,038
|
+42%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.54M
|
+$59.6K
|
+1,873
|
+4%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.49M
|
–
|
–
|
–
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$1.07M
|
+$225K
|
+7,077
|
+26%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$1.05M
|
+$91.4K
|
+2,869
|
+9%
|
|
|
18
|
Lockerman Financial Group
Newport Beach,
California
|
$1.02M
|
+$1.05M
|
+32,829
|
New
|
|
|
19
|
Brio Consultants
San Francisco,
California
|
$990K
|
+$26.1K
|
+820
|
+3%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$952K
|
+$978K
|
+30,723
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$947K
|
-$1.32M
|
-41,565
|
-58%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$902K
|
+$52.6K
|
+1,653
|
+6%
|
|
|
23
|
Oppenheimer Asset Management
New York
|
$749K
|
+$74.2K
|
+2,330
|
+11%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$722K
|
+$151K
|
+4,751
|
+26%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$651K
|
+$10.3K
|
+323
|
+2%
|
|
