|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$56.6M
|
-$7.67M
|
-275,923
|
-13%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$32.7M
|
+$646K
|
+23,255
|
+2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.4M
|
+$88.1K
|
+3,171
|
+0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.6M
|
+$1.87M
|
+67,438
|
+11%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
-$817K
|
-29,418
|
-5%
|
|
|
6
|
Perella Weinberg Partners Capital Management
New York
|
$13M
|
+$703K
|
+25,296
|
+6%
|
|
|
7
|
|
$10.3M
|
+$1.27M
|
+45,575
|
+15%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.95M
|
+$19.6K
|
+704
|
+0.2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.19M
|
+$816K
|
+29,383
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.47M
|
-$75.1K
|
-2,703
|
-0.9%
|
|
|
11
|
|
$8.38M
|
+$7.92M
|
+284,941
|
New
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.02M
|
-$171K
|
-6,151
|
-3%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$5.06M
|
+$156K
|
+5,615
|
+3%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.75M
|
+$345K
|
+12,400
|
+8%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.43M
|
-$6.81K
|
-245
|
-0.2%
|
|
|
16
|
Evolution Advisers
Richmond,
Virginia
|
$3.81M
|
-$7.28K
|
-262
|
-0.2%
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$3.47M
|
-$12.9K
|
-465
|
-0.4%
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$3.22M
|
-$518K
|
-18,635
|
-15%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.87M
|
-$24.7K
|
-889
|
-0.9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.81M
|
+$441K
|
+15,861
|
+20%
|
|
|
21
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.79M
|
+$379K
|
+13,643
|
+17%
|
|
|
22
|
Flow Traders U.S.
New York
|
$2.36M
|
+$1.47M
|
+52,840
|
+193%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$2.29M
|
+$372K
|
+13,384
|
+21%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$2.16M
|
+$559K
|
+20,123
|
+38%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$2.05M
|
+$150K
|
+5,399
|
+8%
|
|
