|
1
|
Bank of America
Charlotte,
North Carolina
|
$533M
|
-$8.39M
|
-254,727
|
-2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$193M
|
+$22M
|
+666,543
|
+13%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$191M
|
-$3.01M
|
-91,397
|
-2%
|
|
|
4
|
|
$177M
|
+$37.4M
|
+1,135,368
|
+27%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$114M
|
+$25.4M
|
+770,503
|
+29%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$107M
|
-$855K
|
-25,947
|
-0.8%
|
|
|
7
|
|
$106M
|
+$5.27M
|
+160,099
|
+5%
|
|
|
8
|
|
$105M
|
+$14.1M
|
+429,009
|
+16%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$88M
|
+$3.73M
|
+113,230
|
+5%
|
|
|
10
|
|
$63M
|
+$2.62M
|
+79,577
|
+4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$58.9M
|
+$1.74M
|
+52,828
|
+3%
|
|
|
12
|
WIT LLC
District Of Columbia,
District of Columbia
|
$58M
|
-$4.81M
|
-146,000
|
-8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$57.7M
|
-$587K
|
-17,835
|
-1%
|
|
|
14
|
|
$56.8M
|
+$2.28M
|
+69,360
|
+4%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$52.3M
|
+$14M
|
+426,034
|
+38%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$49.3M
|
-$16K
|
-487
|
-0%
|
|
|
17
|
|
$44.1M
|
+$15M
|
+454,427
|
+53%
|
|
|
18
|
Acorns Advisers
Irvine,
California
|
$36.4M
|
+$1.33M
|
+40,308
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$34.2M
|
+$698K
|
+21,193
|
+2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
-$2.77M
|
-84,121
|
-9%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$28.2M
|
-$401K
|
-12,169
|
-1%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.5M
|
-$815K
|
-24,744
|
-3%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$24.3M
|
+$7.4M
|
+224,732
|
+45%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$22.8M
|
-$14.3K
|
-433
|
-0.1%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$20.9M
|
+$1.06M
|
+32,079
|
+5%
|
|
