|
1
|
TIAA FSB
Jacksonville,
Florida
|
$38.6M
|
+$18.5M
|
+655,705
|
+87%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$15.9M
|
+$1.12M
|
+39,723
|
+7%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$13.8M
|
+$842K
|
+29,799
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.68M
|
+$627K
|
+22,189
|
+7%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.34M
|
+$266K
|
+9,406
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.87M
|
+$1.56M
|
+55,359
|
+28%
|
|
|
7
|
|
$3.34M
|
+$2.79M
|
+98,765
|
+416%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$2.93M
|
+$2M
|
+70,807
|
+193%
|
|
|
9
|
Perella Weinberg Partners Capital Management
New York
|
$2.79M
|
-$5.89M
|
-208,562
|
-67%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.27M
|
+$487K
|
+17,231
|
+26%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$120K
|
+4,258
|
+6%
|
|
|
12
|
Cable Hill Partners
Portland,
Oregon
|
$2.07M
|
+$2.15M
|
+75,999
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1.65M
|
+$1.71M
|
+60,533
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.34M
|
+$1.38M
|
+48,983
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.21M
|
+$18.5K
|
+656
|
+1%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.11M
|
+$130K
|
+4,616
|
+13%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.09M
|
+$210K
|
+7,433
|
+23%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.01M
|
-$3.28K
|
-116
|
-0.3%
|
|
|
19
|
|
$990K
|
+$622K
|
+22,022
|
+155%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$894K
|
-$105K
|
-3,731
|
-10%
|
|
|
21
|
Evolution Advisers
Richmond,
Virginia
|
$870K
|
+$385K
|
+13,611
|
+74%
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$833K
|
-$13.6K
|
-480
|
-2%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$789K
|
+$91.9K
|
+3,254
|
+13%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$732K
|
+$447K
|
+15,812
|
+144%
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$653K
|
+$49.7K
|
+1,758
|
+8%
|
|
