|
1
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
-$4.18M
|
-54,649
|
-1%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$200M
|
-$2.96M
|
-38,734
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$65.9M
|
+$3.87M
|
+50,565
|
+7%
|
|
|
4
|
|
$39.5M
|
+$6.6M
|
+86,355
|
+22%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.3M
|
+$4.9M
|
+64,061
|
+16%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.6M
|
-$655K
|
-8,572
|
-2%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25.3M
|
-$1.62M
|
-21,128
|
-6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$19.6K
|
+256
|
+0.1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
-$854K
|
-11,170
|
-4%
|
|
|
10
|
Refined Wealth Management
Salt Lake City,
Utah
|
$18.8M
|
-$295K
|
-3,855
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$18M
|
+$857K
|
+11,214
|
+5%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$17.2M
|
+$1.23M
|
+16,115
|
+8%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$16M
|
+$230K
|
+3,007
|
+2%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.9M
|
-$361K
|
-4,726
|
-2%
|
|
|
15
|
Clarity Asset Management
Ames,
Iowa
|
$14.4M
|
-$233K
|
-3,044
|
-2%
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$12.8M
|
-$350K
|
-4,575
|
-3%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$64.4K
|
+843
|
+0.7%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$8.35M
|
-$517K
|
-6,765
|
-6%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.96M
|
-$3.52K
|
-46
|
-0%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.89M
|
+$141K
|
+1,840
|
+2%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$7.21M
|
-$589K
|
-7,698
|
-8%
|
|
|
22
|
DeDora Capital
Napa,
California
|
$7.05M
|
+$835K
|
+10,923
|
+14%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.79M
|
+$1.03M
|
+13,438
|
+19%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$6.52M
|
+$405K
|
+5,301
|
+7%
|
|
|
25
|
Bank of New York Mellon
New York
|
$6.33M
|
+$52.1K
|
+682
|
+0.9%
|
|
