|
1
|
Bank of America
Charlotte,
North Carolina
|
$279M
|
-$21.8M
|
-300,035
|
-8%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$191M
|
+$8.01M
|
+110,463
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$58.1M
|
+$8.76M
|
+120,763
|
+19%
|
|
|
4
|
|
$30.5M
|
-$22.9M
|
-315,937
|
-44%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.2M
|
+$2.02M
|
+27,813
|
+8%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.6M
|
-$771K
|
-10,631
|
-3%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25.4M
|
+$365K
|
+5,032
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$10.8K
|
+149
|
+0.1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
+$439K
|
+6,054
|
+2%
|
|
|
10
|
Refined Wealth Management
Salt Lake City,
Utah
|
$17.9M
|
+$50K
|
+689
|
+0.3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$16M
|
-$3.15M
|
-43,507
|
-17%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.3M
|
-$319K
|
-4,405
|
-2%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$15M
|
-$1.02M
|
-14,001
|
-7%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$14.8M
|
-$2.78M
|
-38,280
|
-17%
|
|
|
15
|
Clarity Asset Management
Ames,
Iowa
|
$13.8M
|
+$13.1M
|
+180,973
|
New
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$12.3M
|
-$283K
|
-3,898
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.79M
|
+$2.1M
|
+28,967
|
+29%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$8.37M
|
-$307K
|
-4,234
|
-4%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.49M
|
+$343K
|
+4,729
|
+5%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$7.36M
|
-$342K
|
-4,718
|
-5%
|
|
|
21
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.28M
|
+$726K
|
+10,018
|
+12%
|
|
|
22
|
Bank of New York Mellon
New York
|
$5.9M
|
+$585K
|
+8,061
|
+12%
|
|
|
23
|
|
$5.84M
|
+$203K
|
+2,803
|
+4%
|
|
|
24
|
DeDora Capital
Napa,
California
|
$5.8M
|
-$577K
|
-7,960
|
-9%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$5.72M
|
+$248K
|
+3,419
|
+5%
|
|
