|
1
|
TIAA FSB
Jacksonville,
Florida
|
$25.6M
|
+$26.2M
|
+891,213
|
New
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$18.7M
|
+$6.97M
|
+237,461
|
+57%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.8M
|
+$1.16M
|
+39,330
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$2.56M
|
+87,275
|
+19%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$464K
|
+15,786
|
+4%
|
|
|
6
|
Money Design
Tokyo,
Japan
|
$7.63M
|
+$1.03M
|
+34,973
|
+15%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.42M
|
+$4.63M
|
+157,641
|
+516%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.68M
|
+$889K
|
+30,267
|
+31%
|
|
|
9
|
UMB Bank
Kansas City,
Missouri
|
$3.59M
|
+$72.4K
|
+2,465
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.22M
|
+$261K
|
+8,904
|
+9%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.54M
|
+$299K
|
+10,179
|
+13%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.36M
|
-$1.22M
|
-41,396
|
-34%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.33M
|
+$2.38M
|
+81,052
|
New
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.19M
|
-$64.1K
|
-2,184
|
-3%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.94M
|
+$1.3M
|
+44,177
|
+190%
|
|
|
16
|
Evolution Advisers
Richmond,
Virginia
|
$1.67M
|
-$666K
|
-22,675
|
-28%
|
|
|
17
|
Brio Consultants
San Francisco,
California
|
$1.62M
|
+$716K
|
+24,393
|
+76%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.3M
|
-$130K
|
-4,437
|
-9%
|
|
|
19
|
Mission Wealth Management
Santa Barbara,
California
|
$1.29M
|
+$306K
|
+10,418
|
+30%
|
|
|
20
|
Lockerman Financial Group
Newport Beach,
California
|
$1M
|
+$62.1K
|
+2,113
|
+6%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$977K
|
–
|
–
|
–
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$926K
|
+$42.7K
|
+1,455
|
+5%
|
|
|
23
|
Oppenheimer Asset Management
New York
|
$910K
|
+$219K
|
+7,470
|
+31%
|
|
|
24
|
Trust Company
Manhattan,
Kansas
|
$880K
|
+$898K
|
+30,564
|
New
|
|
|
25
|
IMPACTfolio
Denver,
Colorado
|
$745K
|
+$144K
|
+4,906
|
+23%
|
|
