|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$34.3M
|
+$35.6M
|
+1,307,993
|
New
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$24.5M
|
+$443K
|
+16,273
|
+2%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$18.4M
|
+$3.14M
|
+115,512
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.13M
|
+$2.05M
|
+75,301
|
+32%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.75M
|
-$1.01M
|
-37,078
|
-13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.72M
|
+$173K
|
+6,361
|
+3%
|
|
|
7
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.02M
|
–
|
–
|
–
|
|
|
8
|
|
$3.49M
|
+$436K
|
+16,015
|
+14%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.48M
|
+$3.61M
|
+132,623
|
New
|
|
|
10
|
Perella Weinberg Partners Capital Management
New York
|
$3.42M
|
-$5.32M
|
-195,532
|
-60%
|
|
|
11
|
Colorado Capital Management
Boulder,
Colorado
|
$3.24M
|
+$340K
|
+12,495
|
+11%
|
|
|
12
|
|
$3.22M
|
-$8.33M
|
-305,924
|
-71%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
-$3.68M
|
-135,335
|
-53%
|
|
|
14
|
Cable Hill Partners
Portland,
Oregon
|
$2.89M
|
+$97.1K
|
+3,569
|
+3%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$2.86M
|
+$72.5K
|
+2,663
|
+2%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.57M
|
+$1.65M
|
+60,718
|
+163%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$41.8K
|
+1,537
|
+2%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.74M
|
+$73K
|
+2,682
|
+4%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.68M
|
-$117K
|
-4,283
|
-6%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.62M
|
+$136K
|
+4,997
|
+9%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.32M
|
-$1.77K
|
-65
|
-0.1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
+$348K
|
+12,790
|
+39%
|
|
|
23
|
Evolution Advisers
Richmond,
Virginia
|
$999K
|
-$9.77K
|
-359
|
-0.9%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$975K
|
+$30.5K
|
+1,121
|
+3%
|
|
|
25
|
Tolleson Wealth Management
Dallas,
Texas
|
$967K
|
–
|
–
|
–
|
|
