|
1
|
Bank of America
Charlotte,
North Carolina
|
$335M
|
+$27M
|
+862,309
|
+9%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$118M
|
+$8.09M
|
+258,226
|
+8%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.9M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$7.95M
|
+253,738
|
+98%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
+$2.43M
|
+77,653
|
+18%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$7.12M
|
+227,221
|
+153%
|
|
|
7
|
|
$9.1M
|
+$117K
|
+3,747
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.78M
|
+$2.62M
|
+83,512
|
+46%
|
|
|
9
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$5.29M
|
+$2.4M
|
+76,499
|
+91%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.7M
|
-$245K
|
-7,816
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.92M
|
+$236K
|
+7,546
|
+7%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$3.45M
|
+$1.73M
|
+55,269
|
+112%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$3.42M
|
+$641K
|
+20,463
|
+25%
|
|
|
14
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.06M
|
+$2.91M
|
+92,802
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
+$875K
|
+27,937
|
+43%
|
|
|
16
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3M
|
+$156K
|
+4,987
|
+6%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.95M
|
+$1.85M
|
+59,168
|
New
|
|
|
18
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.9M
|
+$150K
|
+4,791
|
+9%
|
|
|
19
|
|
$1.8M
|
+$1.22M
|
+38,969
|
+250%
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$1.55M
|
+$53.2K
|
+1,697
|
+4%
|
|
|
21
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.36M
|
+$346K
|
+11,040
|
+36%
|
|
|
22
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.35M
|
+$1.28M
|
+40,908
|
New
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.26M
|
+$68.7K
|
+2,193
|
+6%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$1.15M
|
+36,653
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1.17M
|
+$179K
|
+5,707
|
+19%
|
|
