|
1
|
TIAA FSB
Jacksonville,
Florida
|
$41.2M
|
+$9.07M
|
+344,022
|
+24%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$21.7M
|
+$11.1M
|
+420,731
|
+83%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$15.5M
|
+$2.05M
|
+77,772
|
+13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.4M
|
+$2.82M
|
+106,963
|
+43%
|
|
|
5
|
Perella Weinberg Partners Capital Management
New York
|
$6.99M
|
+$5.17M
|
+196,183
|
+192%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.73M
|
-$474K
|
-17,990
|
-6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.53M
|
-$1.04M
|
-39,401
|
-12%
|
|
|
8
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$4.53M
|
+$5.09M
|
+193,219
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
+$850K
|
+32,244
|
+39%
|
|
|
10
|
|
$2.44M
|
-$483K
|
-18,333
|
-15%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$2.44M
|
-$90.8K
|
-3,445
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.85M
|
-$12.8K
|
-484
|
-0.6%
|
|
|
13
|
Cable Hill Partners
Portland,
Oregon
|
$1.85M
|
+$81.1K
|
+3,077
|
+4%
|
|
|
14
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.6M
|
+$1.8M
|
+68,442
|
New
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.34M
|
+$429K
|
+16,290
|
+40%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$1.2M
|
+$179K
|
+6,780
|
+15%
|
|
|
17
|
|
$1.12M
|
+$305K
|
+11,578
|
+32%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.09M
|
+$176K
|
+6,662
|
+17%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$875K
|
+$9.04K
|
+343
|
+0.9%
|
|
|
20
|
Evolution Advisers
Richmond,
Virginia
|
$828K
|
+$87.9K
|
+3,334
|
+10%
|
|
|
21
|
UMB Bank
Kansas City,
Missouri
|
$688K
|
+$12.6K
|
+478
|
+2%
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$683K
|
-$35.6K
|
-1,351
|
-4%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$654K
|
+$29K
|
+1,101
|
+4%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$620K
|
+$212K
|
+8,025
|
+43%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$595K
|
+$224K
|
+8,490
|
+52%
|
|
