|
1
|
TIAA FSB
Jacksonville,
Florida
|
$45.3M
|
-$8.25M
|
-306,964
|
-16%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$25.1M
|
+$2.78M
|
+103,219
|
+13%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$16M
|
-$400K
|
-14,887
|
-2%
|
|
|
4
|
|
$11.7M
|
+$10M
|
+373,557
|
+675%
|
|
|
5
|
Perella Weinberg Partners Capital Management
New York
|
$8.91M
|
-$381K
|
-14,179
|
-4%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.05M
|
+$736K
|
+27,372
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.03M
|
-$23.9K
|
-888
|
-0.3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.83M
|
+$210K
|
+7,818
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.41M
|
+$139K
|
+5,171
|
+2%
|
|
|
10
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.23M
|
–
|
–
|
–
|
|
|
11
|
|
$3.2M
|
+$397K
|
+14,765
|
+14%
|
|
|
12
|
Colorado Capital Management
Boulder,
Colorado
|
$3.03M
|
+$1.08M
|
+40,197
|
+57%
|
|
|
13
|
Cable Hill Partners
Portland,
Oregon
|
$2.91M
|
+$92.1K
|
+3,425
|
+3%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$2.91M
|
-$170K
|
-6,316
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.01M
|
+$61.1K
|
+2,271
|
+3%
|
|
|
16
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.87M
|
+$1.67K
|
+62
|
+0.1%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.74M
|
+$59.4K
|
+2,210
|
+4%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.55M
|
+$147K
|
+5,471
|
+11%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.38M
|
-$62.9K
|
-2,341
|
-4%
|
|
|
20
|
Evolution Advisers
Richmond,
Virginia
|
$1.05M
|
-$71.7K
|
-2,667
|
-6%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.02M
|
-$46K
|
-1,712
|
-4%
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.01M
|
+$478K
|
+17,777
|
+93%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$985K
|
-$118K
|
-4,392
|
-11%
|
|
|
24
|
First Pacific Financial
Vancouver,
Washington
|
$933K
|
-$1.85K
|
-69
|
-0.2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$887K
|
+$2.26K
|
+84
|
+0.3%
|
|
