|
1
|
TIAA FSB
Jacksonville,
Florida
|
$72M
|
+$6.43M
|
+257,856
|
+10%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$22.3M
|
-$1.5M
|
-60,247
|
-7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$41.9K
|
+1,682
|
+0.3%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.4M
|
-$382K
|
-15,328
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
-$501K
|
-20,106
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.85M
|
-$355K
|
-14,238
|
-4%
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$8.68M
|
-$1.48M
|
-59,543
|
-15%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.92M
|
+$373K
|
+14,976
|
+6%
|
|
|
9
|
|
$4.92M
|
+$2.42M
|
+97,243
|
+104%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.87M
|
+$486K
|
+19,485
|
+11%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$3.77M
|
+$599K
|
+24,021
|
+20%
|
|
|
12
|
|
$3.77M
|
-$2.47M
|
-99,167
|
-40%
|
|
|
13
|
Evolution Advisers
Richmond,
Virginia
|
$3.41M
|
+$185K
|
+7,412
|
+6%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.23M
|
+$699K
|
+28,055
|
+29%
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$3.22M
|
+$21.1K
|
+847
|
+0.7%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.22M
|
+$104K
|
+4,155
|
+3%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$1.68M
|
-$1.55M
|
-62,003
|
-49%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.68M
|
+$103K
|
+4,143
|
+7%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.65M
|
-$691K
|
-27,731
|
-30%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1.59M
|
+$166K
|
+6,668
|
+12%
|
|
|
21
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.52M
|
-$168K
|
-6,760
|
-10%
|
|
|
22
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.4M
|
+$254K
|
+10,175
|
+23%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$1.31M
|
+$456K
|
+18,304
|
+56%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
+$571K
|
+22,913
|
+94%
|
|
|
25
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.17M
|
+$22.9K
|
+917
|
+2%
|
|
