|
1
|
Bank of America
Charlotte,
North Carolina
|
$474M
|
+$7.04M
|
+208,028
|
+2%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$162M
|
-$3.73M
|
-110,119
|
-2%
|
|
|
3
|
|
$66.3M
|
-$24.5M
|
-725,160
|
-27%
|
|
|
4
|
|
$37.1M
|
-$946K
|
-27,960
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$36M
|
+$190K
|
+5,624
|
+0.5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.7M
|
+$1.57M
|
+46,358
|
+5%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.2M
|
-$4.53M
|
-133,841
|
-13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$29.6M
|
-$2.78M
|
-82,064
|
-9%
|
|
|
9
|
Perella Weinberg Partners Capital Management
New York
|
$23.4M
|
+$6.68M
|
+197,411
|
+41%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.5M
|
-$103K
|
-3,058
|
-0.5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.5M
|
+$277K
|
+8,194
|
+2%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$16.6M
|
+$25.1K
|
+743
|
+0.2%
|
|
|
13
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$16.3M
|
+$279K
|
+8,235
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.7M
|
-$9.78M
|
-288,964
|
-40%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
-$4.55M
|
-134,617
|
-26%
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$11.7M
|
+$1.66M
|
+48,996
|
+17%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$2.03M
|
+60,098
|
+24%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$10.7M
|
-$152K
|
-4,490
|
-1%
|
|
|
19
|
Laurel Wealth Planning
Edina,
Minnesota
|
$10.6M
|
-$2.41M
|
-71,287
|
-19%
|
|
|
20
|
Regatta Capital Group
El Segundo,
California
|
$7.65M
|
+$2.05M
|
+60,649
|
+38%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$6.83M
|
+$122K
|
+3,598
|
+2%
|
|
|
22
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$6.81M
|
+$593K
|
+17,531
|
+10%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$6.43M
|
+$406K
|
+11,990
|
+7%
|
|
|
24
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$6.15M
|
+$128K
|
+3,774
|
+2%
|
|
|
25
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.96M
|
+$142K
|
+4,195
|
+2%
|
|
