|
1
|
TIAA FSB
Jacksonville,
Florida
|
$52.8M
|
-$2.48M
|
-91,968
|
-4%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$21.7M
|
+$1.8M
|
+67,018
|
+9%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$16.2M
|
+$3.3M
|
+122,505
|
+26%
|
|
|
4
|
Perella Weinberg Partners Capital Management
New York
|
$9.14M
|
+$1.73M
|
+64,183
|
+23%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.18M
|
-$785K
|
-29,161
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.94M
|
+$219K
|
+8,122
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.51M
|
-$2.13M
|
-79,037
|
-25%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.16M
|
+$673K
|
+24,999
|
+12%
|
|
|
9
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.14M
|
–
|
–
|
–
|
|
|
10
|
Mission Wealth Management
Santa Barbara,
California
|
$3.03M
|
-$184K
|
-6,834
|
-6%
|
|
|
11
|
Cable Hill Partners
Portland,
Oregon
|
$2.77M
|
+$200K
|
+7,446
|
+8%
|
|
|
12
|
|
$2.75M
|
+$515K
|
+19,124
|
+23%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.91M
|
+$88.5K
|
+3,288
|
+5%
|
|
|
14
|
Colorado Capital Management
Boulder,
Colorado
|
$1.9M
|
+$1.41M
|
+52,487
|
+287%
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.84M
|
+$8.13K
|
+302
|
+0.4%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.66M
|
-$41.4K
|
-1,539
|
-2%
|
|
|
17
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
18
|
|
$1.49M
|
-$548K
|
-20,342
|
-27%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.42M
|
-$36.7K
|
-1,363
|
-3%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.38M
|
+$54.2K
|
+2,014
|
+4%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$1.24M
|
+$1.11M
|
+41,356
|
+835%
|
|
|
22
|
Evolution Advisers
Richmond,
Virginia
|
$1.11M
|
+$84.2K
|
+3,128
|
+8%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.09M
|
+$51.5K
|
+1,912
|
+5%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.05M
|
+$422K
|
+15,678
|
+67%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
+$1.01M
|
+37,498
|
New
|
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