|
1
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
-$15.8M
|
-320,821
|
-7%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$161M
|
+$25.9M
|
+527,495
|
+19%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$29.7M
|
-$207K
|
-4,207
|
-0.7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
-$2.69M
|
-54,753
|
-11%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.9M
|
+$1.2M
|
+24,416
|
+6%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.7M
|
+$113K
|
+2,299
|
+0.6%
|
|
|
7
|
RVW Wealth
Los Angeles,
California
|
$15.2M
|
+$2.14M
|
+43,499
|
+16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
+$5.14M
|
+104,559
|
+54%
|
|
|
9
|
Refined Wealth Management
Salt Lake City,
Utah
|
$14.5M
|
+$593K
|
+12,056
|
+4%
|
|
|
10
|
|
$10M
|
+$2.16M
|
+43,850
|
+27%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.84M
|
+$1.99M
|
+40,487
|
+29%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$8.04M
|
-$748K
|
-15,221
|
-8%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$7.93M
|
+$719K
|
+14,630
|
+10%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$6.11M
|
-$2.41M
|
-48,954
|
-28%
|
|
|
15
|
Financial Consulate
Hunt Valley,
Maryland
|
$5.71M
|
+$5.74M
|
+116,742
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$4.51M
|
+$23K
|
+468
|
+0.5%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.6M
|
+$292K
|
+5,929
|
+9%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$3.56M
|
+$737K
|
+14,992
|
+26%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.55M
|
+$3.16M
|
+64,169
|
+450%
|
|
|
20
|
|
$3.03M
|
-$27.9M
|
-567,570
|
-90%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.33M
|
-$1.59M
|
-32,331
|
-40%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$2.25M
|
+$2.26M
|
+45,941
|
New
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$2.1M
|
+$3.1K
|
+63
|
+0.1%
|
|
|
24
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.09M
|
-$1.52M
|
-30,850
|
-42%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.04M
|
-$58.8K
|
-1,196
|
-3%
|
|
