|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$40.5M
|
+$741K
|
+24,316
|
+2%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$31.9M
|
+$1.41M
|
+46,342
|
+4%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$28.3M
|
+$794K
|
+26,062
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$553K
|
+18,163
|
+4%
|
|
|
5
|
|
$9.85M
|
+$784K
|
+25,738
|
+8%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.97M
|
+$50K
|
+1,641
|
+0.7%
|
|
|
7
|
Colorado Capital Management
Boulder,
Colorado
|
$6.52M
|
+$490K
|
+16,099
|
+8%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.96M
|
-$240K
|
-7,875
|
-4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.64M
|
-$159K
|
-5,216
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.5M
|
+$205K
|
+6,731
|
+5%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.47M
|
+$296K
|
+9,725
|
+7%
|
|
|
12
|
TFC Financial Management
Boston,
Massachusetts
|
$4.07M
|
+$678K
|
+22,251
|
+19%
|
|
|
13
|
Cable Hill Partners
Portland,
Oregon
|
$3.78M
|
+$71.6K
|
+2,352
|
+2%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.51M
|
+$183K
|
+5,993
|
+5%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.96M
|
+$404K
|
+13,280
|
+15%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.75M
|
+$215K
|
+7,072
|
+8%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$2.55M
|
-$260K
|
-8,534
|
-9%
|
|
|
18
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.47M
|
+$2.59M
|
+84,974
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.11M
|
-$338K
|
-11,085
|
-13%
|
|
|
20
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.1M
|
+$2.2M
|
+72,253
|
New
|
|
|
21
|
Clarity Wealth Development
Corvallis,
Oregon
|
$1.81M
|
+$1.89M
|
+61,944
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$1.67M
|
+$71.9K
|
+2,360
|
+4%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.39M
|
+$47.6K
|
+1,562
|
+3%
|
|
|
24
|
Evolution Advisers
Richmond,
Virginia
|
$1.38M
|
-$5.48K
|
-180
|
-0.4%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.36M
|
+$66.6K
|
+2,185
|
+5%
|
|
