|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$59.6M
|
-$209K
|
-7,027
|
-0.4%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$36.3M
|
+$1.66M
|
+55,758
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.7M
|
+$11.6M
|
+391,248
|
+54%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
+$310K
|
+10,415
|
+2%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.1M
|
-$819K
|
-27,523
|
-5%
|
|
|
6
|
|
$12.3M
|
+$1.32M
|
+44,252
|
+13%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.6M
|
+$85.7K
|
+2,880
|
+0.9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$393K
|
+13,203
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.93M
|
-$11.7K
|
-392
|
-0.1%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.85M
|
+$421K
|
+14,142
|
+6%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$5.57M
|
+$218K
|
+7,329
|
+4%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.44M
|
+$732K
|
+24,609
|
+16%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.15M
|
+$121K
|
+4,054
|
+3%
|
|
|
14
|
Perella Weinberg Partners Capital Management
New York
|
$4.51M
|
-$8.8M
|
-295,651
|
-67%
|
|
|
15
|
Evolution Advisers
Richmond,
Virginia
|
$4.1M
|
+$28.4K
|
+955
|
+0.7%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$3.68M
|
+$15.6K
|
+523
|
+0.4%
|
|
|
17
|
|
$3.58M
|
-$5.05M
|
-169,583
|
-60%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$3.24M
|
+$3.11M
|
+104,382
|
New
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$3.17M
|
+$3.03M
|
+101,987
|
New
|
|
|
20
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.09M
|
+$139K
|
+4,655
|
+5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$3.03M
|
+$64.5K
|
+2,167
|
+2%
|
|
|
22
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.02M
|
-$12.3K
|
-413
|
-0.4%
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$2.88M
|
-$495K
|
-16,631
|
-15%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.6M
|
+$654K
|
+21,988
|
+36%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$2.5M
|
+$78.1K
|
+2,624
|
+3%
|
|
