|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$41.2M
|
-$942K
|
-27,531
|
-2%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$28.5M
|
-$713K
|
-20,826
|
-3%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$20.7M
|
-$148K
|
-4,320
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
-$1.69M
|
-49,496
|
-11%
|
|
|
5
|
|
$13.5M
|
+$539K
|
+15,740
|
+4%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$10.3M
|
+$38.4K
|
+1,123
|
+0.4%
|
|
|
7
|
Colorado Capital Management
Boulder,
Colorado
|
$9.06M
|
-$105K
|
-3,054
|
-1%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.5M
|
+$3.66M
|
+107,075
|
+82%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.98M
|
-$365K
|
-10,663
|
-5%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.41M
|
-$482K
|
-14,083
|
-7%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6M
|
+$171K
|
+4,989
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.69M
|
+$233K
|
+6,808
|
+4%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.99M
|
+$44.7K
|
+1,306
|
+1%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$3.61M
|
-$24.2K
|
-708
|
-0.7%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.47M
|
-$3.16M
|
-92,333
|
-49%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.45M
|
+$864K
|
+25,250
|
+35%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.21M
|
+$1.22M
|
+35,581
|
+65%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$2.63M
|
-$3.08M
|
-90,137
|
-55%
|
|
|
19
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.6M
|
-$133K
|
-3,898
|
-5%
|
|
|
20
|
Clarity Wealth Development
Corvallis,
Oregon
|
$2.18M
|
-$58.2K
|
-1,702
|
-3%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.18M
|
+$876K
|
+25,590
|
+72%
|
|
|
22
|
Evolution Advisers
Richmond,
Virginia
|
$2.18M
|
-$5.82K
|
-170
|
-0.3%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$2.08M
|
+$25.4K
|
+743
|
+1%
|
|
|
24
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.83M
|
+$85.9K
|
+2,509
|
+5%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$1.81M
|
+$131K
|
+3,839
|
+8%
|
|
