|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$79.4M
|
-$1.29M
|
-35,508
|
-2%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$52M
|
+$1.34M
|
+36,844
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.2M
|
-$2.18M
|
-60,168
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
-$2.92M
|
-80,368
|
-8%
|
|
|
5
|
|
$25.6M
|
+$1.5M
|
+41,253
|
+6%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.9M
|
-$469K
|
-12,919
|
-3%
|
|
|
7
|
Clarity Asset Management
Ames,
Iowa
|
$14.7M
|
+$49.3K
|
+1,359
|
+0.3%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.6M
|
+$587K
|
+16,183
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$703K
|
+19,373
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.43M
|
-$851K
|
-23,447
|
-9%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$8.22M
|
+$305K
|
+8,391
|
+4%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.93M
|
-$8.07M
|
-222,278
|
-51%
|
|
|
13
|
Evolution Advisers
Richmond,
Virginia
|
$6.91M
|
-$42K
|
-1,157
|
-0.6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.15M
|
+$260K
|
+7,174
|
+5%
|
|
|
15
|
3EDGE Asset Management
Naples,
Florida
|
$5.89M
|
+$2.41M
|
+66,446
|
+74%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.41M
|
+$1.26M
|
+34,757
|
+42%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$4.37M
|
+$386K
|
+10,642
|
+10%
|
|
|
18
|
Clarity Wealth Development
Corvallis,
Oregon
|
$4.26M
|
-$120K
|
-3,294
|
-3%
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$3.97M
|
+$44.7K
|
+1,232
|
+1%
|
|
|
20
|
Flow Traders U.S.
New York
|
$3.89M
|
-$1.95M
|
-53,703
|
-34%
|
|
|
21
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.66M
|
+$29.1K
|
+803
|
+0.8%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$3.5M
|
-$39.7K
|
-1,093
|
-1%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$3.5M
|
-$117K
|
-3,231
|
-3%
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
$3.42M
|
+$114K
|
+3,134
|
+4%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$3.24M
|
–
|
–
|
–
|
|
