|
1
|
Bank of America
Charlotte,
North Carolina
|
$294M
|
-$2.92M
|
-36,441
|
-1%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$221M
|
+$16.8M
|
+209,672
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$69.3M
|
+$2.14M
|
+26,668
|
+3%
|
|
|
4
|
|
$40.8M
|
+$593K
|
+7,399
|
+2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.6M
|
+$1.56M
|
+19,500
|
+4%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$26M
|
+$186K
|
+2,326
|
+0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.4M
|
+$3M
|
+37,396
|
+14%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.7M
|
-$4.27M
|
-53,267
|
-16%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$21.2M
|
+$1.1M
|
+13,771
|
+6%
|
|
|
10
|
Refined Wealth Management
Salt Lake City,
Utah
|
$18.8M
|
-$268K
|
-3,348
|
-1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$18.2M
|
-$178K
|
-2,218
|
-1%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$17.1M
|
-$410K
|
-5,119
|
-2%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.9M
|
-$256K
|
-3,193
|
-2%
|
|
|
14
|
Clarity Asset Management
Ames,
Iowa
|
$14.5M
|
-$183K
|
-2,278
|
-1%
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$12.9M
|
-$131K
|
-1,632
|
-1%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$12.2M
|
-$3.95M
|
-49,223
|
-25%
|
|
|
17
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$9.01M
|
+$8.74M
|
+108,998
|
New
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.96M
|
+$893K
|
+11,143
|
+11%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.15M
|
+$40.2K
|
+501
|
+0.5%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$7.78M
|
-$702K
|
-8,762
|
-9%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.78M
|
+$1.57M
|
+19,627
|
+26%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$7.63M
|
+$286K
|
+3,563
|
+4%
|
|
|
23
|
DeDora Capital
Napa,
California
|
$7.09M
|
-$85.8K
|
-1,070
|
-1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.98M
|
-$3.58M
|
-44,605
|
-35%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$6.94M
|
+$293K
|
+3,658
|
+5%
|
|
