|
1
|
Bank of America
Charlotte,
North Carolina
|
$311M
|
-$25.6M
|
-259,250
|
-8%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$259M
|
+$4.26M
|
+43,164
|
+2%
|
|
|
3
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$129M
|
+$130M
|
+1,315,300
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$95M
|
+$11.4M
|
+115,242
|
+13%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$66.3M
|
+$8.85M
|
+89,582
|
+15%
|
|
|
6
|
|
$56.9M
|
-$488K
|
-4,936
|
-0.8%
|
|
|
7
|
|
$51M
|
+$4.98M
|
+50,429
|
+11%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$31.5M
|
+$8.64M
|
+87,456
|
+37%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.6M
|
+$312K
|
+3,154
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$23.9M
|
-$119K
|
-1,207
|
-0.5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.6M
|
-$4.91M
|
-49,749
|
-18%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$19M
|
-$65.4K
|
-662
|
-0.3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$14.6M
|
+$7.15M
|
+72,416
|
+95%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$13.5M
|
-$244K
|
-2,474
|
-2%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.7M
|
+$859K
|
+8,696
|
+7%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$11.9M
|
+$816K
|
+8,260
|
+7%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.3M
|
-$278K
|
-2,813
|
-2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.8M
|
+$2.37M
|
+23,962
|
+28%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.6M
|
+$999K
|
+10,110
|
+10%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$10.1M
|
+$470K
|
+4,762
|
+5%
|
|
|
21
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$10.1M
|
-$224K
|
-2,267
|
-2%
|
|
|
22
|
Clarity Asset Management
Ames,
Iowa
|
$10.1M
|
+$133K
|
+1,346
|
+1%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.82M
|
+$429K
|
+4,342
|
+5%
|
|
|
24
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.74M
|
-$765K
|
-7,739
|
-7%
|
|
|
25
|
Impact Investors
San Francisco,
California
|
$9.28M
|
-$294K
|
-2,979
|
-3%
|
|
