|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$64.7M
|
+$2.7M
|
+84,501
|
+4%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$44.1M
|
-$1.78M
|
-55,594
|
-4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.6M
|
+$2.5M
|
+78,237
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
+$1.4M
|
+43,833
|
+6%
|
|
|
5
|
|
$19.7M
|
+$2.16M
|
+67,486
|
+11%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.4M
|
+$216K
|
+6,749
|
+1%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11M
|
+$774K
|
+24,205
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$266K
|
+8,309
|
+2%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$9.79M
|
+$641K
|
+20,044
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.43M
|
-$51.9K
|
-1,621
|
-0.6%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.05M
|
+$983K
|
+30,727
|
+15%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.3M
|
+$476K
|
+14,882
|
+8%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$5.31M
|
+$50.1K
|
+1,566
|
+0.9%
|
|
|
14
|
Evolution Advisers
Richmond,
Virginia
|
$4.3M
|
+$77.5K
|
+2,422
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.21M
|
+$52.1K
|
+1,628
|
+1%
|
|
|
16
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.87M
|
+$4.12M
|
+128,892
|
New
|
|
|
17
|
Clarity Wealth Development
Corvallis,
Oregon
|
$3.76M
|
+$3.82M
|
+119,566
|
New
|
|
|
18
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.31M
|
+$73.7K
|
+2,305
|
+2%
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$3.31M
|
-$99.3K
|
-3,104
|
-3%
|
|
|
20
|
PFG Investments
Woodbury,
New York
|
$3.26M
|
+$253K
|
+7,911
|
+8%
|
|
|
21
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.23M
|
+$3.44M
|
+107,417
|
New
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$2.96M
|
+$227K
|
+7,103
|
+8%
|
|
|
23
|
Oppenheimer Asset Management
New York
|
$2.72M
|
+$1.81M
|
+56,735
|
+168%
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.46M
|
+$2.62M
|
+81,924
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.46M
|
-$290K
|
-9,063
|
-10%
|
|
