|
1
|
TIAA FSB
Jacksonville,
Florida
|
$23.1M
|
+$23.8M
|
+757,474
|
New
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$16.5M
|
+$912K
|
+29,089
|
+6%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$14.5M
|
+$2.92M
|
+93,151
|
+24%
|
|
|
4
|
Perella Weinberg Partners Capital Management
New York
|
$9.47M
|
–
|
–
|
–
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.02M
|
+$985K
|
+31,404
|
+12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.01M
|
+$484K
|
+15,437
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.98M
|
-$507K
|
-16,150
|
-8%
|
|
|
8
|
3EDGE Asset Management
Naples,
Florida
|
$2.61M
|
-$1.2M
|
-38,240
|
-31%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.3M
|
+$99.3K
|
+3,167
|
+4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.16M
|
+$107K
|
+3,416
|
+5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.01M
|
+$278K
|
+8,863
|
+15%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$1.33M
|
-$3.26K
|
-104
|
-0.2%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.13M
|
-$269K
|
-8,570
|
-19%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$1.12M
|
+$1.15M
|
+36,672
|
New
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.11M
|
+$2.51K
|
+80
|
+0.2%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.1M
|
+$1.13M
|
+36,139
|
New
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$994K
|
+$89.4K
|
+2,849
|
+10%
|
|
|
18
|
WealthShield Partners
Cary,
North Carolina
|
$951K
|
+$979K
|
+31,217
|
New
|
|
|
19
|
Tolleson Wealth Management
Dallas,
Texas
|
$944K
|
+$197K
|
+6,271
|
+25%
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$782K
|
+$54.9K
|
+1,749
|
+7%
|
|
|
21
|
|
$724K
|
+$745K
|
+23,766
|
New
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$676K
|
+$70.8K
|
+2,256
|
+11%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$655K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$644K
|
-$51K
|
-1,626
|
-7%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$590K
|
+$16.3K
|
+521
|
+3%
|
|
