|
1
|
TIAA FSB
Jacksonville,
Florida
|
$74.1M
|
-$2.23M
|
-77,548
|
-3%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$30.2M
|
+$2.58M
|
+89,647
|
+9%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.4M
|
+$916K
|
+31,840
|
+5%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.2M
|
+$1.66M
|
+57,875
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$67.5K
|
+2,348
|
+0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.14M
|
+$102K
|
+3,554
|
+1%
|
|
|
7
|
|
$8.39M
|
+$1.27M
|
+44,176
|
+18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.16M
|
-$150K
|
-5,205
|
-2%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$7.14M
|
-$107K
|
-3,710
|
-1%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.76M
|
+$1.09M
|
+37,880
|
+19%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$5.49M
|
-$1.93M
|
-67,046
|
-26%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$4.64M
|
-$219K
|
-7,628
|
-5%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.11M
|
-$12.2K
|
-423
|
-0.3%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.01M
|
+$308K
|
+10,701
|
+8%
|
|
|
15
|
Evolution Advisers
Richmond,
Virginia
|
$3.7M
|
-$132K
|
-4,589
|
-3%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$3.39M
|
-$94.5K
|
-3,285
|
-3%
|
|
|
17
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.35M
|
+$1.19M
|
+41,267
|
+55%
|
|
|
18
|
PFG Investments
Woodbury,
New York
|
$3.28M
|
+$9.83K
|
+342
|
+0.3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.94M
|
+$149K
|
+5,187
|
+8%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.88M
|
+$141K
|
+4,896
|
+8%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.87M
|
+$179K
|
+6,219
|
+11%
|
|
|
22
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.75M
|
+$17.5K
|
+610
|
+1%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.72M
|
+$541K
|
+18,809
|
+46%
|
|
|
24
|
|
$1.67M
|
-$10.1M
|
-350,667
|
-86%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$1.64M
|
+$73.6K
|
+2,560
|
+5%
|
|
