|
1
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
-$24M
|
-383,432
|
-9%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$165M
|
+$173M
|
+2,759,065
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$41.4M
|
+$2.15M
|
+34,317
|
+5%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$26.8M
|
+$1.14M
|
+18,264
|
+4%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.3M
|
-$358K
|
-5,732
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
+$1.5M
|
+24,019
|
+8%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20M
|
-$2.79M
|
-44,629
|
-12%
|
|
|
8
|
|
$19.4M
|
+$2.24M
|
+35,895
|
+12%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.1M
|
+$6.64M
|
+106,186
|
+50%
|
|
|
10
|
Refined Wealth Management
Salt Lake City,
Utah
|
$18.7M
|
+$179K
|
+2,858
|
+0.9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
-$12.2M
|
-195,098
|
-42%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
-$183K
|
-2,927
|
-1%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$13.9M
|
+$2.67M
|
+42,709
|
+23%
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$13.3M
|
-$600K
|
-9,600
|
-4%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.3M
|
+$12.8M
|
+205,210
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.96M
|
+$1.46M
|
+23,372
|
+25%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$6.27M
|
+$37.3K
|
+597
|
+0.6%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.35M
|
+$433K
|
+6,928
|
+8%
|
|
|
19
|
DeDora Capital
Napa,
California
|
$4.79M
|
+$2.1M
|
+33,601
|
+73%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.34M
|
+$1.23M
|
+19,609
|
+37%
|
|
|
21
|
|
$4.29M
|
+$591K
|
+9,455
|
+15%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.09M
|
+$464K
|
+7,417
|
+12%
|
|
|
23
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.83M
|
-$484K
|
-7,745
|
-11%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.58M
|
+$2.13M
|
+34,029
|
+132%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$3.56M
|
+$332K
|
+5,310
|
+10%
|
|
