|
1
|
TIAA FSB
Jacksonville,
Florida
|
$56.5M
|
+$13.4M
|
+534,636
|
+27%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$20.7M
|
+$3.05M
|
+122,145
|
+15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$456K
|
+18,229
|
+3%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.7M
|
-$997K
|
-39,875
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
-$2.86M
|
-114,362
|
-18%
|
|
|
6
|
Money Design
Tokyo,
Japan
|
$8.84M
|
+$2.13M
|
+85,255
|
+27%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.84M
|
-$829K
|
-33,161
|
-8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.65M
|
+$410K
|
+16,412
|
+7%
|
|
|
9
|
|
$5.47M
|
+$6.13M
|
+245,198
|
New
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.06M
|
+$515K
|
+20,603
|
+14%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$2.84M
|
+$3.18M
|
+127,302
|
New
|
|
|
12
|
Evolution Advisers
Richmond,
Virginia
|
$2.79M
|
+$40.8K
|
+1,632
|
+1%
|
|
|
13
|
UMB Bank
Kansas City,
Missouri
|
$2.77M
|
-$4K
|
-160
|
-0.1%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$2.73M
|
+$102K
|
+4,073
|
+3%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.69M
|
+$406K
|
+16,221
|
+16%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.16M
|
+$215K
|
+8,613
|
+10%
|
|
|
17
|
|
$2.09M
|
+$1.28M
|
+51,147
|
+120%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.05M
|
+$31.2K
|
+1,248
|
+1%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.55M
|
-$973K
|
-38,893
|
-36%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.47M
|
-$320K
|
-12,798
|
-16%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$1.37M
|
-$139K
|
-5,540
|
-8%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$264K
|
+10,550
|
+21%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$1.23M
|
+$1.38M
|
+55,120
|
New
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.15M
|
+$1.28M
|
+51,256
|
New
|
|
|
25
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$994K
|
+$1.11M
|
+44,526
|
New
|
|
