|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$69.4M
|
+$789K
|
+24,830
|
+1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.3M
|
+$371K
|
+11,695
|
+0.9%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$42.3M
|
-$4.44M
|
-139,729
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$32.9M
|
+$9.29M
|
+292,525
|
+39%
|
|
|
5
|
|
$21.1M
|
+$154K
|
+4,849
|
+0.7%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.7M
|
+$315K
|
+9,928
|
+2%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12M
|
+$306K
|
+9,643
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
-$179K
|
-5,644
|
-2%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10.2M
|
-$181K
|
-5,690
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.02M
|
-$916K
|
-28,858
|
-10%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.79M
|
-$676K
|
-21,291
|
-9%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$6.7M
|
+$1.07M
|
+33,815
|
+19%
|
|
|
13
|
Evolution Advisers
Richmond,
Virginia
|
$5.8M
|
+$1.23M
|
+38,866
|
+27%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.78M
|
+$2.17M
|
+68,194
|
+83%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.66M
|
+$199K
|
+6,263
|
+4%
|
|
|
16
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.95M
|
+$438K
|
+13,790
|
+13%
|
|
|
17
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.87M
|
-$232K
|
-7,303
|
-6%
|
|
|
18
|
Clarity Wealth Development
Corvallis,
Oregon
|
$3.79M
|
-$148K
|
-4,675
|
-4%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$3.51M
|
+$3.5M
|
+110,340
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$3.42M
|
+$285K
|
+8,982
|
+9%
|
|
|
21
|
PFG Investments
Woodbury,
New York
|
$3.33M
|
-$119K
|
-3,757
|
-3%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.09M
|
-$3.42M
|
-107,814
|
-53%
|
|
|
23
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.07M
|
-$346K
|
-10,897
|
-10%
|
|
|
24
|
Oppenheimer Asset Management
New York
|
$3.02M
|
+$136K
|
+4,293
|
+5%
|
|
|
25
|
UMB Bank
Kansas City,
Missouri
|
$3.02M
|
-$485K
|
-15,271
|
-14%
|
|
