|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$45.6M
|
-$418K
|
-10,196
|
-0.9%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$37.9M
|
+$171K
|
+4,169
|
+0.5%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$26.5M
|
+$663K
|
+16,197
|
+3%
|
|
|
4
|
|
$18.8M
|
+$169K
|
+4,131
|
+0.9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$861K
|
+21,026
|
+6%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$12.4M
|
-$5.41K
|
-132
|
-0%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$12.4M
|
+$2.14M
|
+52,194
|
+22%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$677K
|
+16,523
|
+6%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
$10.4M
|
+$146K
|
+3,570
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.94M
|
-$334K
|
-8,157
|
-4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.8M
|
+$62.5K
|
+1,527
|
+0.8%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.89M
|
+$264K
|
+6,454
|
+4%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.54M
|
-$4.08M
|
-99,738
|
-48%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.35M
|
+$70K
|
+1,710
|
+2%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$3.89M
|
-$150K
|
-3,660
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.76M
|
+$185K
|
+4,507
|
+5%
|
|
|
17
|
|
$3.49M
|
+$3.37M
|
+82,237
|
New
|
|
|
18
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.43M
|
+$17.7K
|
+431
|
+0.5%
|
|
|
19
|
Evolution Advisers
Richmond,
Virginia
|
$3.04M
|
+$29.6K
|
+723
|
+1%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$2.97M
|
+$352K
|
+8,593
|
+14%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$2.42M
|
-$29K
|
-709
|
-1%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$2.34M
|
+$15.6K
|
+381
|
+0.7%
|
|
|
23
|
Pioneer Wealth Management Group
Austin,
Texas
|
$2.29M
|
+$73.1K
|
+1,785
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.17M
|
+$235K
|
+5,747
|
+13%
|
|
|
25
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.98M
|
-$87K
|
-2,123
|
-4%
|
|
