|
1
|
Bank of America
Charlotte,
North Carolina
|
$411M
|
+$14.9M
|
+395,900
|
+4%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$130M
|
+$4.36M
|
+115,740
|
+3%
|
|
|
3
|
|
$33.2M
|
+$4.76M
|
+126,317
|
+17%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
+$4.9M
|
+130,008
|
+19%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.4M
|
–
|
–
|
–
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.3M
|
+$4.85M
|
+128,750
|
+25%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.1M
|
+$480K
|
+12,749
|
+2%
|
|
|
8
|
Perella Weinberg Partners Capital Management
New York
|
$19.8M
|
+$19.7M
|
+523,287
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
+$5.64M
|
+149,776
|
+44%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
+$3.26M
|
+86,634
|
+44%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.34M
|
+$1.37M
|
+36,297
|
+28%
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.1M
|
+$1.54M
|
+40,976
|
+34%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.94M
|
-$69.9K
|
-1,855
|
-1%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$5.67M
|
+$991K
|
+26,310
|
+21%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.61M
|
+$1.71M
|
+45,287
|
+44%
|
|
|
16
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.29M
|
-$239K
|
-6,332
|
-5%
|
|
|
17
|
|
$4.26M
|
+$4.25M
|
+112,810
|
New
|
|
|
18
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3.79M
|
+$165K
|
+4,375
|
+5%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.27M
|
+$390K
|
+10,365
|
+14%
|
|
|
20
|
Park Avenue Securities
New York
|
$3.18M
|
-$104K
|
-2,768
|
-3%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$3.16M
|
+$1.97M
|
+52,175
|
+165%
|
|
|
22
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3.13M
|
+$1.58M
|
+41,835
|
+102%
|
|
|
23
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.83M
|
+$2.83M
|
+75,095
|
New
|
|
|
24
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.83M
|
–
|
–
|
–
|
|
|
25
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$2.25M
|
+$24.1K
|
+640
|
+1%
|
|
