|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$35.4M
|
+$2.49M
|
+92,493
|
+8%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$28.5M
|
+$924K
|
+34,360
|
+3%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$23.1M
|
+$5.05M
|
+188,018
|
+29%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
+$648K
|
+24,121
|
+6%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.54M
|
+$55.4K
|
+2,062
|
+0.9%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.48M
|
+$1.17M
|
+43,645
|
+23%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.38M
|
+$49.8K
|
+1,854
|
+0.8%
|
|
|
8
|
|
$5.05M
|
+$814K
|
+30,292
|
+20%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
$4.89M
|
+$916K
|
+34,074
|
+24%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.8M
|
+$77.7K
|
+2,889
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
+$111K
|
+4,146
|
+3%
|
|
|
12
|
Cable Hill Partners
Portland,
Oregon
|
$3.38M
|
–
|
–
|
–
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$3.18M
|
-$54.2K
|
-2,016
|
-2%
|
|
|
14
|
TFC Financial Management
Boston,
Massachusetts
|
$3.04M
|
+$98.7K
|
+3,671
|
+3%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.97M
|
+$347K
|
+12,918
|
+14%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$344K
|
+12,785
|
+19%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.18M
|
+$188K
|
+6,985
|
+10%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.07M
|
+$303K
|
+11,287
|
+18%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.99M
|
+$219K
|
+8,135
|
+13%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1.5M
|
-$65.8K
|
-2,448
|
-4%
|
|
|
21
|
Evolution Advisers
Richmond,
Virginia
|
$1.22M
|
+$123K
|
+4,575
|
+11%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.18M
|
+$367K
|
+13,642
|
+47%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.15M
|
+$428K
|
+15,931
|
+62%
|
|
|
24
|
Tolleson Wealth Management
Dallas,
Texas
|
$987K
|
–
|
–
|
–
|
|
|
25
|
Pioneer Wealth Management Group
Austin,
Texas
|
$978K
|
+$30.2K
|
+1,123
|
+3%
|
|
