|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$32.2M
|
-$3M
|
-114,895
|
-9%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$27.1M
|
+$1.78M
|
+68,234
|
+7%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$17.6M
|
-$1.31M
|
-49,949
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$3.34M
|
+127,893
|
+41%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.36M
|
-$567K
|
-21,669
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.2M
|
-$687K
|
-26,264
|
-10%
|
|
|
7
|
|
$5.67M
|
+$2.29M
|
+87,488
|
+71%
|
|
|
8
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.18M
|
+$16.8K
|
+641
|
+0.3%
|
|
|
9
|
|
$4.14M
|
+$531K
|
+20,307
|
+15%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$3.87M
|
+$530K
|
+20,258
|
+16%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.64M
|
+$68.4K
|
+2,616
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.54M
|
+$244K
|
+9,313
|
+8%
|
|
|
13
|
Cable Hill Partners
Portland,
Oregon
|
$3.38M
|
+$504K
|
+19,269
|
+17%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$3.17M
|
+$223K
|
+8,512
|
+8%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$3.02M
|
+$2.67M
|
+102,045
|
+1,025%
|
|
|
16
|
TFC Financial Management
Boston,
Massachusetts
|
$2.88M
|
+$2.6M
|
+99,349
|
+1,294%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.56M
|
-$80K
|
-3,059
|
-3%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.95M
|
+$153K
|
+5,834
|
+9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.85M
|
-$166K
|
-6,352
|
-8%
|
|
|
20
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.73M
|
+$2.09K
|
+80
|
+0.1%
|
|
|
21
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.73M
|
+$55.6K
|
+2,127
|
+3%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$1.54M
|
+$171K
|
+6,533
|
+13%
|
|
|
23
|
Perella Weinberg Partners Capital Management
New York
|
$1.48M
|
-$1.98M
|
-75,735
|
-58%
|
|
|
24
|
Flow Traders U.S.
New York
|
$1.24M
|
+$1.2M
|
+45,866
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
-$86.5K
|
-3,308
|
-7%
|
|
