|
1
|
Bank of America
Charlotte,
North Carolina
|
$907M
|
-$42.7M
|
-398,162
|
-5%
|
|
|
2
|
TIAA-CREF Individual & Institutional Services
New York
|
$286M
|
-$6.43M
|
-59,927
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$130M
|
-$59.9K
|
-558
|
-0.1%
|
|
|
4
|
|
$114M
|
+$6.98M
|
+65,004
|
+7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$81.4M
|
+$2M
|
+18,645
|
+3%
|
|
|
6
|
|
$66.6M
|
+$1.19M
|
+11,046
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.5M
|
+$2.58M
|
+24,008
|
+5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$37M
|
-$833K
|
-7,758
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$32.5M
|
+$892K
|
+8,305
|
+3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28M
|
-$472K
|
-4,399
|
-2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$27.8M
|
+$2.08M
|
+19,341
|
+9%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.7M
|
+$2.29M
|
+21,343
|
+14%
|
|
|
13
|
|
$16.8M
|
+$11.4M
|
+106,330
|
+283%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$15.5M
|
+$476K
|
+4,437
|
+3%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.8M
|
-$307K
|
-2,860
|
-2%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$14.6M
|
+$1.81M
|
+16,850
|
+16%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.4M
|
+$1.52M
|
+14,166
|
+14%
|
|
|
18
|
Win Advisors
Palm Beach Gardens,
Florida
|
$11.6M
|
+$10.6M
|
+99,015
|
New
|
|
|
19
|
Impact Investors
San Francisco,
California
|
$10.8M
|
-$745K
|
-6,938
|
-7%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$10.6M
|
+$4.9M
|
+45,629
|
+101%
|
|
|
21
|
Laurel Wealth Planning
Edina,
Minnesota
|
$10.1M
|
-$76.1K
|
-709
|
-0.8%
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
$10M
|
-$6M
|
-55,885
|
-40%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.63M
|
+$581K
|
+5,411
|
+7%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$9.41M
|
+$845K
|
+7,875
|
+11%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$9.37M
|
+$261K
|
+2,432
|
+3%
|
|
