|
1
|
Bank of America
Charlotte,
North Carolina
|
$342M
|
-$34.6M
|
-355,998
|
-9%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$259M
|
+$8.59M
|
+88,331
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$85.2M
|
+$5.66M
|
+58,174
|
+7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.5M
|
-$1.06M
|
-10,915
|
-2%
|
|
|
5
|
|
$58.4M
|
+$49.4M
|
+507,812
|
+640%
|
|
|
6
|
|
$46.8M
|
+$2.36M
|
+24,272
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.9M
|
-$113K
|
-1,164
|
-0.4%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.7M
|
-$2.64M
|
-27,166
|
-10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
-$893K
|
-9,184
|
-4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$23.3M
|
-$797K
|
-8,193
|
-3%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$19.3M
|
-$89K
|
-915
|
-0.5%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$14M
|
-$16.9K
|
-174
|
-0.1%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12M
|
+$3.66M
|
+37,669
|
+45%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$11.9M
|
+$10.2M
|
+105,312
|
+743%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.8M
|
+$4.71M
|
+48,398
|
+69%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.7M
|
-$9.95M
|
-102,352
|
-49%
|
|
|
17
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$10.5M
|
-$211K
|
-2,171
|
-2%
|
|
|
18
|
Clarity Asset Management
Ames,
Iowa
|
$10.1M
|
-$158K
|
-1,628
|
-2%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.81M
|
+$20.7K
|
+213
|
+0.2%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$9.78M
|
-$145K
|
-1,493
|
-1%
|
|
|
21
|
Impact Investors
San Francisco,
California
|
$9.73M
|
-$2.89M
|
-29,710
|
-23%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.38M
|
+$58.1K
|
+598
|
+0.6%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.65M
|
-$498K
|
-5,126
|
-6%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$8.55M
|
-$151K
|
-1,557
|
-2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$7.6M
|
-$107K
|
-1,105
|
-1%
|
|
