|
1
|
Bank of America
Charlotte,
North Carolina
|
$406M
|
+$23M
|
+672,372
|
+5%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$131M
|
+$2.89M
|
+84,403
|
+2%
|
|
|
3
|
|
$56.7M
|
+$13.3M
|
+389,503
|
+27%
|
|
|
4
|
Perella Weinberg Partners Capital Management
New York
|
$52.7M
|
+$11.3M
|
+331,947
|
+24%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$34.2M
|
+$2.26M
|
+66,254
|
+6%
|
|
|
6
|
|
$33.6M
|
+$3.45M
|
+100,951
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.7M
|
-$1.95M
|
-57,065
|
-5%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.4M
|
+$245K
|
+7,162
|
+0.8%
|
|
|
9
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$25.5M
|
-$1.27M
|
-37,277
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$24.8M
|
+$5.12M
|
+149,689
|
+23%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.9M
|
-$629K
|
-18,402
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.4M
|
-$1.02M
|
-29,890
|
-5%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.2M
|
+$2.33M
|
+68,065
|
+15%
|
|
|
14
|
Laurel Wealth Planning
Edina,
Minnesota
|
$15.9M
|
+$1.16M
|
+33,945
|
+7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
-$3.14M
|
-92,004
|
-19%
|
|
|
16
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$11.1M
|
-$63.6K
|
-1,860
|
-0.5%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$10.5M
|
-$4.82M
|
-140,896
|
-29%
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$9.25M
|
-$497K
|
-14,553
|
-5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.71M
|
+$1.22M
|
+35,584
|
+14%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$7.83M
|
+$861K
|
+25,183
|
+11%
|
|
|
21
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.28M
|
-$1.62M
|
-47,419
|
-17%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$6.25M
|
+$1.14M
|
+33,361
|
+20%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$6.19M
|
-$61.4K
|
-1,797
|
-0.9%
|
|
|
24
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.62M
|
+$555K
|
+16,222
|
+10%
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
$5.22M
|
+$278K
|
+8,130
|
+5%
|
|
