|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$42.5M
|
+$1.41M
|
+48,639
|
+4%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$32.6M
|
-$89.5K
|
-3,082
|
-0.3%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$29.4M
|
-$484K
|
-16,660
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$202K
|
-6,951
|
-2%
|
|
|
5
|
|
$9.73M
|
+$1.09M
|
+37,712
|
+14%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$7.4M
|
–
|
–
|
–
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.62M
|
-$506K
|
-17,416
|
-8%
|
|
|
8
|
Colorado Capital Management
Boulder,
Colorado
|
$6.47M
|
+$410K
|
+14,125
|
+7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.19M
|
-$34.4K
|
-1,185
|
-0.6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.6M
|
+$300K
|
+10,337
|
+7%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.47M
|
+$181K
|
+6,233
|
+5%
|
|
|
12
|
Cable Hill Partners
Portland,
Oregon
|
$3.97M
|
-$258K
|
-8,883
|
-6%
|
|
|
13
|
TFC Financial Management
Boston,
Massachusetts
|
$3.66M
|
+$139K
|
+4,778
|
+4%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.56M
|
+$58.8K
|
+2,026
|
+2%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$2.99M
|
-$975K
|
-33,585
|
-26%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.75M
|
+$139K
|
+4,804
|
+6%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.72M
|
+$146K
|
+5,038
|
+6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.6M
|
+$279K
|
+9,615
|
+13%
|
|
|
19
|
|
$1.82M
|
-$436K
|
-15,009
|
-20%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1.71M
|
–
|
–
|
–
|
|
|
21
|
Evolution Advisers
Richmond,
Virginia
|
$1.48M
|
+$3.48K
|
+120
|
+0.3%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.44M
|
+$70.2K
|
+2,419
|
+6%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.39M
|
-$430K
|
-14,806
|
-25%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.39M
|
-$430K
|
-14,806
|
-25%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.39M
|
+$16.7K
|
+575
|
+1%
|
|
