|
1
|
Bank of America
Charlotte,
North Carolina
|
$299M
|
+$35.5M
|
+418,269
|
+12%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$192M
|
-$14.1M
|
-166,591
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$60.1M
|
-$8.87M
|
-104,572
|
-12%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47M
|
+$8.27M
|
+97,424
|
+19%
|
|
|
5
|
|
$38M
|
+$94.4K
|
+1,113
|
+0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
-$1.54M
|
-18,095
|
-6%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22.2M
|
-$2.39M
|
-28,206
|
-10%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.2M
|
-$941K
|
-11,089
|
-4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
+$762K
|
+8,977
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
+$1.57M
|
+18,553
|
+8%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.7M
|
+$206K
|
+2,430
|
+1%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$11.2M
|
-$498K
|
-5,875
|
-4%
|
|
|
13
|
Impact Investors
San Francisco,
California
|
$10.2M
|
-$300K
|
-3,541
|
-3%
|
|
|
14
|
Clarity Asset Management
Ames,
Iowa
|
$9.65M
|
-$4.09M
|
-48,261
|
-28%
|
|
|
15
|
Elevation Capital Advisory
Bend,
Oregon
|
$9.31M
|
+$9.75M
|
+114,908
|
+2,853%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.9M
|
+$51.7K
|
+609
|
+0.5%
|
|
|
17
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$8.38M
|
-$37.8K
|
-445
|
-0.4%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.85M
|
+$328K
|
+3,864
|
+4%
|
|
|
19
|
Mission Wealth Management
Santa Barbara,
California
|
$7.6M
|
+$655K
|
+7,721
|
+9%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.29M
|
-$758K
|
-8,939
|
-9%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$7.12M
|
-$409K
|
-4,819
|
-5%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$7.1M
|
+$293K
|
+3,453
|
+4%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.37M
|
+$1.4M
|
+16,535
|
+26%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$6.26M
|
+$6.78M
|
+79,966
|
New
|
|
|
25
|
Bank of New York Mellon
New York
|
$6.07M
|
-$110K
|
-1,302
|
-2%
|
|
