|
1
|
Bank of America
Charlotte,
North Carolina
|
$424M
|
-$26.3M
|
-771,338
|
-6%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$161M
|
+$15.6M
|
+458,155
|
+11%
|
|
|
3
|
|
$62M
|
-$871K
|
-25,516
|
-1%
|
|
|
4
|
|
$40.4M
|
+$3.2M
|
+93,761
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$38.2M
|
+$286K
|
+8,376
|
+0.8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$32.1M
|
+$4.53M
|
+132,783
|
+17%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32M
|
+$1.71M
|
+49,943
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.7M
|
-$4.31M
|
-126,201
|
-13%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.7M
|
+$3.27M
|
+95,776
|
+16%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.2M
|
-$33.3K
|
-975
|
-0.1%
|
|
|
11
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$22.3M
|
-$5.9M
|
-172,847
|
-21%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.9M
|
-$1.03M
|
-30,215
|
-6%
|
|
|
13
|
Laurel Wealth Planning
Edina,
Minnesota
|
$16.3M
|
-$1.33M
|
-38,984
|
-8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$16M
|
+$2.97M
|
+86,909
|
+23%
|
|
|
15
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$14.8M
|
+$2.45M
|
+71,899
|
+20%
|
|
|
16
|
Perella Weinberg Partners Capital Management
New York
|
$13.8M
|
-$44.5M
|
-1,304,479
|
-76%
|
|
|
17
|
Money Design
Tokyo,
Japan
|
$10.7M
|
+$389K
|
+11,398
|
+4%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$9.53M
|
+$843K
|
+24,687
|
+10%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$8.83M
|
-$2.75M
|
-80,653
|
-24%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.67M
|
-$984K
|
-28,816
|
-10%
|
|
|
21
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.93M
|
-$145K
|
-4,260
|
-2%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.48M
|
+$549K
|
+16,074
|
+8%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$6.8M
|
-$56.7K
|
-1,662
|
-0.8%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$6.39M
|
+$600K
|
+17,561
|
+10%
|
|
|
25
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$5.86M
|
+$2.47M
|
+72,374
|
+73%
|
|
