|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$75.1M
|
-$1.33M
|
-35,224
|
-2%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$50.8M
|
+$873K
|
+23,078
|
+2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.1M
|
+$1.73M
|
+45,773
|
+4%
|
|
|
4
|
|
$27.2M
|
+$2.72M
|
+71,826
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
-$10.5M
|
-277,218
|
-30%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17M
|
-$250K
|
-6,618
|
-1%
|
|
|
7
|
Clarity Asset Management
Ames,
Iowa
|
$15.2M
|
+$1.12M
|
+29,568
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$432K
|
+11,420
|
+3%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.8M
|
-$262K
|
-6,927
|
-2%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$13.4M
|
+$11.4M
|
+300,795
|
+440%
|
|
|
11
|
PFG Investments
Woodbury,
New York
|
$9.08M
|
+$5.49M
|
+145,226
|
+137%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$8.47M
|
+$575K
|
+15,200
|
+7%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.42M
|
-$231K
|
-6,105
|
-3%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.37M
|
+$6.53M
|
+172,663
|
+560%
|
|
|
15
|
Evolution Advisers
Richmond,
Virginia
|
$6.8M
|
+$214K
|
+5,667
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.56M
|
+$674K
|
+17,815
|
+11%
|
|
|
17
|
3EDGE Asset Management
Naples,
Florida
|
$6.23M
|
+$590K
|
+15,589
|
+10%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$5.69M
|
+$5.92M
|
+156,555
|
+22,112%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.37M
|
-$3.92M
|
-103,500
|
-46%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.21M
|
-$37.1K
|
-980
|
-0.8%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$4.18M
|
-$29.2K
|
-773
|
-0.7%
|
|
|
22
|
Clarity Wealth Development
Corvallis,
Oregon
|
$4.04M
|
+$62.6K
|
+1,656
|
+2%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$3.53M
|
+$3.69M
|
+97,544
|
New
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
$3.51M
|
+$219K
|
+5,791
|
+6%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.5M
|
-$22.3K
|
-590
|
-0.6%
|
|
