|
1
|
TIAA FSB
Jacksonville,
Florida
|
$105M
|
+$3.67M
|
+68,284
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$73.2M
|
-$3.8M
|
-70,630
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$5.35M
|
+99,401
|
+60%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$14M
|
+$527K
|
+9,804
|
+4%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.4M
|
+$7.5M
|
+139,323
|
+141%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.2M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.9M
|
+$2.46M
|
+45,805
|
+25%
|
|
|
8
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$8.73M
|
+$68.4K
|
+1,271
|
+0.8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.63M
|
+$874K
|
+16,239
|
+16%
|
|
|
10
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$5.8M
|
+$579K
|
+10,758
|
+12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.73M
|
-$748K
|
-13,904
|
-14%
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.21M
|
+$29.2K
|
+542
|
+0.7%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.56M
|
+$526K
|
+9,775
|
+18%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$3.06M
|
+$996K
|
+18,506
|
+52%
|
|
|
15
|
|
$2.28M
|
+$2.18M
|
+40,574
|
New
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.21M
|
-$16.7K
|
-311
|
-0.8%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$2M
|
+$580K
|
+10,784
|
+43%
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$1.91M
|
+$17.7K
|
+329
|
+1%
|
|
|
19
|
BOK Financial
Tulsa,
Oklahoma
|
$1.85M
|
+$571K
|
+10,610
|
+48%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.77M
|
+$267K
|
+4,956
|
+19%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.58M
|
-$28.1K
|
-522
|
-2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.37M
|
+$1.31M
|
+24,284
|
New
|
|
|
23
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.26M
|
-$520K
|
-9,661
|
-30%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$47.9K
|
+891
|
+4%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.1M
|
+$217K
|
+4,042
|
+26%
|
|
