|
1
|
Bank of America
Charlotte,
North Carolina
|
$356M
|
-$2.32M
|
-27,515
|
-0.7%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$236M
|
+$5.54M
|
+65,642
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$75M
|
+$2.52M
|
+29,910
|
+4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.3M
|
-$49.5K
|
-587
|
-0.1%
|
|
|
5
|
|
$41.9M
|
-$3.3M
|
-39,123
|
-8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.5M
|
-$208K
|
-2,468
|
-0.9%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.8M
|
+$380K
|
+4,503
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$23.9M
|
-$253K
|
-3,001
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$22.8M
|
-$656K
|
-7,767
|
-3%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$19.7M
|
+$8.1M
|
+95,953
|
+84%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.4M
|
-$410K
|
-4,859
|
-2%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$13.3M
|
-$125K
|
-1,480
|
-1%
|
|
|
13
|
Impact Investors
San Francisco,
California
|
$12M
|
-$180K
|
-2,128
|
-2%
|
|
|
14
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$10.1M
|
+$32.2K
|
+381
|
+0.4%
|
|
|
15
|
Clarity Asset Management
Ames,
Iowa
|
$9.71M
|
-$1.69M
|
-19,988
|
-16%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$9.38M
|
+$226K
|
+2,677
|
+3%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.25M
|
-$154K
|
-1,829
|
-2%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.85M
|
+$24.4K
|
+289
|
+0.3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.65M
|
+$905K
|
+10,727
|
+13%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$8.22M
|
-$289K
|
-3,430
|
-4%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.81M
|
+$495K
|
+5,859
|
+8%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$7.51M
|
–
|
–
|
–
|
|
|
23
|
|
$7.45M
|
+$1.29M
|
+15,336
|
+24%
|
|
|
24
|
Bank of New York Mellon
New York
|
$7.28M
|
-$7.34K
|
-87
|
-0.1%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$7.08M
|
-$37.7K
|
-447
|
-0.6%
|
|
