|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$39.7M
|
-$1.39M
|
-38,151
|
-3%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$29.3M
|
+$943K
|
+25,939
|
+3%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$21.6M
|
+$954K
|
+26,235
|
+5%
|
|
|
4
|
|
$14.5M
|
+$1,000K
|
+27,490
|
+7%
|
|
|
5
|
TFC Financial Management
Boston,
Massachusetts
|
$10.4M
|
+$101K
|
+2,786
|
+1%
|
|
|
6
|
Colorado Capital Management
Boulder,
Colorado
|
$8.54M
|
-$503K
|
-13,826
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.39M
|
-$6.52M
|
-179,300
|
-43%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.99M
|
-$491K
|
-13,495
|
-6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.22M
|
+$3.87M
|
+106,337
|
+110%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.57M
|
+$188K
|
+5,167
|
+3%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.01M
|
+$29.9K
|
+822
|
+0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.75M
|
+$76.9K
|
+2,114
|
+1%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.23M
|
+$104K
|
+2,871
|
+2%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$4.61M
|
+$2.03M
|
+55,866
|
+76%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.65M
|
+$457K
|
+12,576
|
+14%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$3.46M
|
-$137K
|
-3,779
|
-4%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.18M
|
-$291K
|
-7,987
|
-8%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
-$4.3M
|
-118,312
|
-60%
|
|
|
19
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.67M
|
+$77.6K
|
+2,134
|
+3%
|
|
|
20
|
Evolution Advisers
Richmond,
Virginia
|
$2.25M
|
+$105K
|
+2,892
|
+5%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.15M
|
-$28K
|
-771
|
-1%
|
|
|
22
|
Clarity Wealth Development
Corvallis,
Oregon
|
$2.09M
|
+$18.9K
|
+521
|
+0.9%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$2.07M
|
-$2.04K
|
-56
|
-0.1%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$1.9M
|
+$93.1K
|
+2,559
|
+5%
|
|
|
25
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.83M
|
+$8.69K
|
+239
|
+0.5%
|
|
