|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$61.5M
|
+$1.8M
|
+58,191
|
+3%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$44.8M
|
+$8.41M
|
+272,186
|
+23%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.9M
|
+$3.09M
|
+100,106
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$57K
|
+1,844
|
+0.3%
|
|
|
5
|
|
$17.6M
|
+$5.29M
|
+171,287
|
+43%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.5M
|
-$657K
|
-21,242
|
-4%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.6M
|
-$56.9K
|
-1,841
|
-0.5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$183K
|
+5,916
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.45M
|
+$503K
|
+16,272
|
+6%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$9.34M
|
+$1.46M
|
+47,305
|
+19%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.85M
|
+$395K
|
+12,784
|
+7%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.63M
|
+$465K
|
+15,033
|
+9%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$5.07M
|
-$507K
|
-16,416
|
-9%
|
|
|
14
|
Evolution Advisers
Richmond,
Virginia
|
$4.35M
|
+$243K
|
+7,865
|
+6%
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$4.11M
|
+$419K
|
+13,542
|
+11%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.32M
|
+$283K
|
+9,166
|
+9%
|
|
|
17
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.27M
|
+$172K
|
+5,562
|
+6%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$3.25M
|
–
|
–
|
–
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$3.18M
|
+$3.12K
|
+101
|
+0.1%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.93M
|
-$89.1K
|
-2,883
|
-3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.7M
|
+$98.1K
|
+3,172
|
+4%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$2.63M
|
+$266K
|
+8,611
|
+11%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$2.41M
|
-$101K
|
-3,257
|
-4%
|
|
|
24
|
Money Design
Tokyo,
Japan
|
$2.41M
|
-$481K
|
-15,565
|
-17%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$1.98M
|
+$195K
|
+6,294
|
+11%
|
|
