|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$37.9M
|
+$991K
|
+35,412
|
+3%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$30.2M
|
+$454K
|
+16,231
|
+2%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$27.7M
|
+$3.48M
|
+124,538
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$29.3K
|
+1,047
|
+0.2%
|
|
|
5
|
|
$7.91M
|
+$2.58M
|
+92,173
|
+50%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.84M
|
+$80.8K
|
+2,889
|
+1%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.61M
|
-$205K
|
-7,315
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.75M
|
-$872K
|
-31,176
|
-13%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
$5.58M
|
+$469K
|
+16,747
|
+9%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.96M
|
-$4.9K
|
-175
|
-0.1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.95M
|
+$64.1K
|
+2,290
|
+2%
|
|
|
12
|
Cable Hill Partners
Portland,
Oregon
|
$3.92M
|
+$205K
|
+7,334
|
+6%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$3.72M
|
+$397K
|
+14,193
|
+12%
|
|
|
14
|
TFC Financial Management
Boston,
Massachusetts
|
$3.24M
|
+$69.3K
|
+2,477
|
+2%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.23M
|
+$139K
|
+4,972
|
+5%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$3.15M
|
+$2.27M
|
+81,147
|
+282%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.41M
|
+$243K
|
+8,671
|
+12%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.37M
|
+$91.8K
|
+3,280
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.13M
|
-$202K
|
-7,222
|
-9%
|
|
|
20
|
|
$2.11M
|
+$2.06M
|
+73,534
|
New
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.71M
|
+$1.1M
|
+39,206
|
+192%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.71M
|
+$1.1M
|
+39,206
|
+192%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$1.58M
|
+$15.8K
|
+564
|
+1%
|
|
|
24
|
Evolution Advisers
Richmond,
Virginia
|
$1.36M
|
+$85.9K
|
+3,071
|
+7%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.27M
|
+$34.6K
|
+1,238
|
+3%
|
|
