|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$40.3M
|
-$480K
|
-16,242
|
-1%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$33.1M
|
+$1.04M
|
+35,254
|
+3%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$24.3M
|
-$4.22M
|
-142,906
|
-15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$387K
|
+13,099
|
+3%
|
|
|
5
|
|
$10.9M
|
+$960K
|
+32,512
|
+10%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$9.72M
|
+$9.81M
|
+332,221
|
New
|
|
|
7
|
|
$9.17M
|
+$8.92M
|
+302,114
|
+2,687%
|
|
|
8
|
TFC Financial Management
Boston,
Massachusetts
|
$8.25M
|
+$4.19M
|
+141,929
|
+101%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
$7.16M
|
+$587K
|
+19,879
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.4M
|
+$719K
|
+24,349
|
+13%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.13M
|
+$124K
|
+4,203
|
+2%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.79M
|
+$293K
|
+9,920
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.36M
|
-$174K
|
-5,884
|
-4%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.97M
|
+$437K
|
+14,782
|
+12%
|
|
|
15
|
Cable Hill Partners
Portland,
Oregon
|
$3.87M
|
+$42.6K
|
+1,442
|
+1%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.79M
|
-$198K
|
-6,691
|
-7%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$2.61M
|
+$44.6K
|
+1,511
|
+2%
|
|
|
18
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.27M
|
+$158K
|
+5,359
|
+7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.12M
|
-$8.09K
|
-274
|
-0.4%
|
|
|
20
|
Clarity Wealth Development
Corvallis,
Oregon
|
$1.79M
|
-$32.7K
|
-1,107
|
-2%
|
|
|
21
|
Evolution Advisers
Richmond,
Virginia
|
$1.77M
|
+$393K
|
+13,300
|
+28%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$1.61M
|
-$76.6K
|
-2,594
|
-5%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.39M
|
+$109K
|
+3,681
|
+8%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.39M
|
+$109K
|
+3,681
|
+8%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$1.39M
|
+$143K
|
+4,855
|
+11%
|
|
