|
1
|
Bank of America
Charlotte,
North Carolina
|
$476M
|
+$16.7M
|
+477,973
|
+3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$124M
|
+$129M
|
+3,682,668
|
New
|
|
|
3
|
|
$67.1M
|
+$3.01M
|
+86,202
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$35.8M
|
+$863K
|
+24,694
|
+2%
|
|
|
5
|
|
$35.6M
|
-$290K
|
-8,289
|
-0.8%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$31.2M
|
-$336K
|
-9,604
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27M
|
-$1.79M
|
-51,253
|
-6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
-$10.1M
|
-288,082
|
-30%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.6M
|
-$1.21M
|
-34,654
|
-5%
|
|
|
10
|
Money Design
Tokyo,
Japan
|
$16.9M
|
+$757K
|
+21,662
|
+5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.6M
|
+$2.48M
|
+70,845
|
+17%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$12.2M
|
+$804K
|
+22,994
|
+7%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.1M
|
+$11.6M
|
+331,916
|
New
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$10.5M
|
+$148K
|
+4,240
|
+1%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$9.92M
|
-$2.82M
|
-80,695
|
-21%
|
|
|
16
|
Laurel Wealth Planning
Edina,
Minnesota
|
$9.76M
|
-$579K
|
-16,565
|
-5%
|
|
|
17
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$9.08M
|
-$6.96M
|
-199,133
|
-42%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.32M
|
+$8.66M
|
+247,652
|
New
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.82M
|
-$10.5M
|
-299,930
|
-56%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$7.69M
|
+$1.11M
|
+31,616
|
+16%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.5M
|
-$3.11M
|
-88,884
|
-28%
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
$7.48M
|
+$65K
|
+1,860
|
+0.8%
|
|
|
23
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$6.88M
|
+$294K
|
+8,400
|
+4%
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$6.28M
|
+$48.1K
|
+1,376
|
+0.7%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$6.08M
|
+$2.02M
|
+57,650
|
+47%
|
|
