|
1
|
Bank of America
Charlotte,
North Carolina
|
$640M
|
+$56.8M
|
+1,663,314
|
+10%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$224M
|
+$13.2M
|
+386,942
|
+7%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$207M
|
-$587K
|
-17,183
|
-0.3%
|
|
|
4
|
|
$192M
|
-$206K
|
-6,041
|
-0.1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
+$923K
|
+27,033
|
+0.8%
|
|
|
6
|
|
$118M
|
+$3.13M
|
+91,655
|
+3%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$114M
|
-$2.7M
|
-78,949
|
-2%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$104M
|
+$7.85M
|
+229,918
|
+9%
|
|
|
9
|
|
$91.4M
|
-$20.9M
|
-612,951
|
-20%
|
|
|
10
|
|
$71.4M
|
+$2.84M
|
+83,263
|
+4%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$69.3M
|
+$11.8M
|
+344,758
|
+22%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$64.5M
|
+$483K
|
+14,150
|
+0.8%
|
|
|
13
|
|
$64M
|
+$2.18M
|
+63,931
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$62.5M
|
-$150K
|
-4,396
|
-0.3%
|
|
|
15
|
WIT LLC
District Of Columbia,
District of Columbia
|
$61.4M
|
-$32.2M
|
-944,000
|
-55%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$50.9M
|
-$2.44M
|
-71,503
|
-5%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$45.9M
|
+$42.8M
|
+1,253,245
|
+14,089%
|
|
|
18
|
|
$43.1M
|
-$4.48M
|
-131,193
|
-10%
|
|
|
19
|
Acorns Advisers
Irvine,
California
|
$41.3M
|
+$1.65M
|
+48,268
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$36.7M
|
-$336K
|
-9,838
|
-1%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$30.6M
|
+$61K
|
+1,785
|
+0.2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$30.4M
|
-$1.94M
|
-56,870
|
-6%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.4M
|
-$163K
|
-4,780
|
-0.7%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$26.1M
|
-$279K
|
-8,173
|
-1%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$24.7M
|
+$1.66M
|
+48,663
|
+8%
|
|
