|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$39.2M
|
-$5.97M
|
-197,002
|
-14%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$27.2M
|
-$412K
|
-13,590
|
-2%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$19.4M
|
-$16.6M
|
-548,122
|
-48%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
-$691K
|
-22,798
|
-5%
|
|
|
5
|
|
$12.1M
|
-$257K
|
-8,461
|
-2%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$9.59M
|
+$204K
|
+6,713
|
+2%
|
|
|
7
|
Colorado Capital Management
Boulder,
Colorado
|
$8.53M
|
+$369K
|
+12,168
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.85M
|
-$374K
|
-12,338
|
-6%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.43M
|
-$483K
|
-15,919
|
-8%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.3M
|
+$2.86M
|
+94,283
|
+99%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$5.44M
|
-$5.1M
|
-168,301
|
-51%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.42M
|
-$20.3K
|
-669
|
-0.4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.07M
|
+$106K
|
+3,500
|
+2%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.58M
|
+$29.1K
|
+961
|
+0.7%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.35M
|
+$3.98M
|
+131,105
|
New
|
|
|
16
|
|
$3.75M
|
-$6.08M
|
-200,350
|
-64%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$3.38M
|
+$380K
|
+12,524
|
+14%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.64M
|
+$1.88M
|
+62,122
|
+356%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.61M
|
+$1.41M
|
+46,510
|
+144%
|
|
|
20
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.55M
|
-$28K
|
-922
|
-1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.37M
|
-$34.7K
|
-1,144
|
-2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.23M
|
+$2.04M
|
+67,242
|
New
|
|
|
23
|
Evolution Advisers
Richmond,
Virginia
|
$2.01M
|
-$1.52K
|
-50
|
-0.1%
|
|
|
24
|
Clarity Wealth Development
Corvallis,
Oregon
|
$1.99M
|
-$31.5K
|
-1,038
|
-2%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$1.91M
|
+$76.4K
|
+2,518
|
+5%
|
|
