|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$60.1M
|
+$62.5M
|
+2,199,687
|
New
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$29.7M
|
+$1.31M
|
+46,009
|
+4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
+$483K
|
+17,010
|
+2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.5M
|
+$371K
|
+13,063
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
+$8.04M
|
+282,837
|
+90%
|
|
|
6
|
Perella Weinberg Partners Capital Management
New York
|
$11.4M
|
+$11.8M
|
+415,503
|
New
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.22M
|
+$9.59M
|
+337,523
|
New
|
|
|
8
|
|
$8.35M
|
+$455K
|
+16,007
|
+6%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$7.99M
|
+$1.53M
|
+54,011
|
+22%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.94M
|
+$251K
|
+8,827
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.73M
|
-$9.35M
|
-329,235
|
-54%
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.42M
|
+$307K
|
+10,794
|
+5%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$4.55M
|
+$174K
|
+6,140
|
+4%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.12M
|
+$349K
|
+12,271
|
+9%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.08M
|
+$187K
|
+6,594
|
+5%
|
|
|
16
|
Evolution Advisers
Richmond,
Virginia
|
$3.58M
|
+$93.3K
|
+3,283
|
+3%
|
|
|
17
|
Money Design
Tokyo,
Japan
|
$3.5M
|
-$1.75M
|
-61,577
|
-32%
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$3.23M
|
+$33.3K
|
+1,173
|
+1%
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$3.05M
|
-$42.4K
|
-1,494
|
-1%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.76M
|
+$2.87M
|
+100,849
|
New
|
|
|
21
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.69M
|
-$492K
|
-17,314
|
-15%
|
|
|
22
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.22M
|
+$588K
|
+20,688
|
+34%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$360K
|
+12,672
|
+19%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.81M
|
+$36.5K
|
+1,285
|
+2%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$1.77M
|
-$1.76K
|
-62
|
-0.1%
|
|
