|
1
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
-$425K
|
-6,681
|
-0.2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$166M
|
-$23.5M
|
-369,857
|
-13%
|
|
|
3
|
|
$49.7M
|
+$25M
|
+392,497
|
+121%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$44.5M
|
-$3.11M
|
-48,922
|
-7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.6M
|
+$1.99M
|
+31,265
|
+9%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25M
|
-$798K
|
-12,556
|
-3%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22.8M
|
-$297K
|
-4,669
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$175K
|
+2,750
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$17.6M
|
-$4.04M
|
-63,543
|
-20%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
-$556K
|
-8,738
|
-3%
|
|
|
11
|
Refined Wealth Management
Salt Lake City,
Utah
|
$16.3M
|
-$4.89M
|
-76,936
|
-25%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$16.1M
|
-$1.02K
|
-16
|
-0%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$14.6M
|
-$730K
|
-11,487
|
-5%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.2M
|
-$43.3K
|
-681
|
-0.3%
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$11.5M
|
-$17.9M
|
-281,109
|
-63%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$7.91M
|
-$146K
|
-2,299
|
-2%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$7.03M
|
-$213K
|
-3,343
|
-3%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.9M
|
+$5.54M
|
+87,065
|
+710%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.49M
|
+$2.14M
|
+33,676
|
+56%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.93M
|
-$239K
|
-3,760
|
-4%
|
|
|
21
|
DeDora Capital
Napa,
California
|
$5.83M
|
+$263K
|
+4,135
|
+5%
|
|
|
22
|
|
$5.12M
|
+$136K
|
+2,134
|
+3%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.97M
|
+$218K
|
+3,425
|
+5%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$4.94M
|
+$3.94M
|
+61,929
|
+671%
|
|
|
25
|
Bank of New York Mellon
New York
|
$4.82M
|
+$679K
|
+10,683
|
+18%
|
|
