|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$76.2M
|
-$1.05M
|
-31,587
|
-1%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$47.7M
|
+$555K
|
+16,651
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.6M
|
+$427K
|
+12,811
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.2M
|
-$1.42M
|
-42,711
|
-4%
|
|
|
5
|
|
$22.7M
|
-$752K
|
-22,552
|
-3%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.3M
|
-$1.16M
|
-34,762
|
-7%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.4M
|
+$7.33M
|
+219,860
|
+103%
|
|
|
8
|
Clarity Asset Management
Ames,
Iowa
|
$13.8M
|
+$13M
|
+388,993
|
New
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.2M
|
-$140K
|
-4,197
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
+$27.8K
|
+835
|
+0.2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.79M
|
-$137K
|
-4,108
|
-2%
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.79M
|
-$3.35M
|
-100,581
|
-31%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$7.46M
|
-$6.1K
|
-183
|
-0.1%
|
|
|
14
|
Evolution Advisers
Richmond,
Virginia
|
$6.5M
|
+$41.1K
|
+1,231
|
+0.7%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.18M
|
+$2.6M
|
+77,825
|
+81%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$5.77M
|
+$417K
|
+12,497
|
+8%
|
|
|
17
|
Flow Traders U.S.
New York
|
$5.57M
|
+$2.27M
|
+68,163
|
+77%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.54M
|
+$324K
|
+9,720
|
+7%
|
|
|
19
|
Better Money Decisions
Santa Fe,
New Mexico
|
$4.49M
|
+$86.2K
|
+2,585
|
+2%
|
|
|
20
|
Clarity Wealth Development
Corvallis,
Oregon
|
$4.01M
|
-$58.8K
|
-1,764
|
-2%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$3.75M
|
-$61.2K
|
-1,835
|
-2%
|
|
|
22
|
PFG Investments
Woodbury,
New York
|
$3.7M
|
-$7.04K
|
-211
|
-0.2%
|
|
|
23
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.42M
|
-$1.83K
|
-55
|
-0.1%
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$3.41M
|
+$47.7K
|
+1,430
|
+2%
|
|
|
25
|
Oppenheimer Asset Management
New York
|
$3.34M
|
-$26.1K
|
-783
|
-0.8%
|
|
