|
1
|
Bank of America
Charlotte,
North Carolina
|
$459M
|
+$38M
|
+1,102,206
|
+9%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$163M
|
+$3.47M
|
+100,589
|
+2%
|
|
|
3
|
|
$89.9M
|
+$28.5M
|
+827,324
|
+46%
|
|
|
4
|
|
$37.4M
|
-$2.87M
|
-83,375
|
-7%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$36.1M
|
+$4.72M
|
+136,891
|
+15%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$35.2M
|
+$3.38M
|
+97,947
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$31.9M
|
-$6.12M
|
-177,676
|
-16%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.6M
|
+$2.05M
|
+59,553
|
+7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.3M
|
+$766K
|
+22,240
|
+3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.2M
|
-$868K
|
-25,184
|
-4%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
+$1.06M
|
+30,775
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$17.4M
|
+$1.44M
|
+41,885
|
+9%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$16.3M
|
+$5.8M
|
+168,301
|
+54%
|
|
|
14
|
Perella Weinberg Partners Capital Management
New York
|
$16.3M
|
+$2.61M
|
+75,787
|
+19%
|
|
|
15
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$15.7M
|
+$1.01M
|
+29,326
|
+7%
|
|
|
16
|
Laurel Wealth Planning
Edina,
Minnesota
|
$12.9M
|
-$3.36M
|
-97,366
|
-20%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$10.7M
|
+$1.92M
|
+55,658
|
+22%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$9.88M
|
+$397K
|
+11,515
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.6M
|
-$36.7K
|
-1,065
|
-0.4%
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.03M
|
+$511K
|
+14,823
|
+7%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$6.59M
|
-$173K
|
-5,011
|
-3%
|
|
|
22
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.53M
|
-$1.38M
|
-39,905
|
-17%
|
|
|
23
|
Sand Hill Global Advisors
Palo Alto,
California
|
$6.53M
|
+$171K
|
+4,954
|
+3%
|
|
|
24
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.37M
|
-$16M
|
-464,983
|
-71%
|
|
|
25
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$6.1M
|
+$6.17M
|
+179,039
|
New
|
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