|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$39.8M
|
+$40.8M
|
+1,084,074
|
New
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$32.7M
|
+$2.44M
|
+64,985
|
+8%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$22.3M
|
+$47.3K
|
+1,258
|
+0.2%
|
|
|
4
|
|
$16.2M
|
+$1.25M
|
+33,158
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$6.86M
|
+182,365
|
+113%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$10.8M
|
-$5.34K
|
-142
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.56M
|
+$926K
|
+24,617
|
+10%
|
|
|
8
|
Colorado Capital Management
Boulder,
Colorado
|
$8.85M
|
+$41.4K
|
+1,101
|
+0.5%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$8.82M
|
+$4.15M
|
+110,323
|
+85%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.04M
|
+$600K
|
+15,953
|
+8%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.59M
|
-$677K
|
-17,993
|
-8%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.7M
|
-$94.9K
|
-2,523
|
-1%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.8M
|
+$677K
|
+17,993
|
+13%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.71M
|
-$65.4K
|
-1,739
|
-2%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$3.5M
|
-$79.7K
|
-2,120
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
+$251K
|
+6,685
|
+9%
|
|
|
17
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.96M
|
+$208K
|
+5,539
|
+7%
|
|
|
18
|
Evolution Advisers
Richmond,
Virginia
|
$2.61M
|
+$287K
|
+7,618
|
+12%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$2.25M
|
+$745K
|
+19,802
|
+48%
|
|
|
20
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.19M
|
-$24.4K
|
-650
|
-1%
|
|
|
21
|
Clarity Wealth Development
Corvallis,
Oregon
|
$2.13M
|
-$23.2K
|
-618
|
-1%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$2.12M
|
-$11.9K
|
-316
|
-0.5%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$2.01M
|
+$51.9K
|
+1,380
|
+3%
|
|
|
24
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.91M
|
+$21.8K
|
+580
|
+1%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.9M
|
+$1.94M
|
+51,706
|
New
|
|
