|
1
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
-$13.9M
|
-160,677
|
-5%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$224M
|
-$4.92M
|
-56,874
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$74.9M
|
+$2.94M
|
+34,005
|
+4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.2M
|
+$2M
|
+23,109
|
+5%
|
|
|
5
|
|
$41.6M
|
-$809K
|
-9,355
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
-$445K
|
-5,145
|
-2%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$24.7M
|
-$3.19M
|
-36,851
|
-12%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.2M
|
-$437K
|
-5,055
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
-$662K
|
-7,648
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$19.8M
|
+$1.09M
|
+12,550
|
+6%
|
|
|
11
|
Refined Wealth Management
Salt Lake City,
Utah
|
$18.8M
|
-$759K
|
-8,778
|
-4%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17M
|
+$482K
|
+5,577
|
+3%
|
|
|
13
|
Clarity Asset Management
Ames,
Iowa
|
$14.7M
|
-$352K
|
-4,071
|
-2%
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$14.5M
|
-$3.47M
|
-40,106
|
-19%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$14M
|
+$1.3M
|
+15,075
|
+10%
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$12.7M
|
-$612K
|
-7,077
|
-5%
|
|
|
17
|
Impact Investors
San Francisco,
California
|
$11.4M
|
+$11.5M
|
+133,207
|
New
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.71M
|
+$411K
|
+4,749
|
+4%
|
|
|
19
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$9.23M
|
-$125K
|
-1,447
|
-1%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.76M
|
+$304K
|
+3,510
|
+4%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.28M
|
+$196K
|
+2,269
|
+2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$8.22M
|
+$140K
|
+1,618
|
+2%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$7.67M
|
-$260K
|
-3,001
|
-3%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$7.49M
|
+$287K
|
+3,314
|
+4%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$7.46M
|
+$88.1K
|
+1,018
|
+1%
|
|
