|
1
|
Bank of America
Charlotte,
North Carolina
|
$495M
|
-$13.5M
|
-394,254
|
-3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$127M
|
-$5.4M
|
-158,064
|
-4%
|
|
|
3
|
|
$55.7M
|
-$15.3M
|
-448,777
|
-22%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$35.5M
|
-$2.62M
|
-76,831
|
-7%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$33.8M
|
+$515K
|
+15,087
|
+2%
|
|
|
6
|
|
$32.9M
|
-$4.97M
|
-145,586
|
-14%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
-$1.08M
|
-31,613
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
+$1.65M
|
+48,285
|
+7%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.6M
|
-$1.35M
|
-39,405
|
-6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20M
|
+$2.08M
|
+60,964
|
+12%
|
|
|
11
|
Perella Weinberg Partners Capital Management
New York
|
$19.6M
|
+$16.1M
|
+470,859
|
+627%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$18.1M
|
+$43.9K
|
+1,285
|
+0.3%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$13.1M
|
+$125K
|
+3,657
|
+1%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.8M
|
-$113K
|
-3,318
|
-1%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$11.4M
|
+$146K
|
+4,270
|
+1%
|
|
|
16
|
Clarity Asset Management
Ames,
Iowa
|
$10.9M
|
+$10.4M
|
+304,503
|
New
|
|
|
17
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$9.95M
|
+$237K
|
+6,929
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$9.85M
|
-$698K
|
-20,433
|
-7%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$8.85M
|
+$2.24M
|
+65,559
|
+36%
|
|
|
20
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$8.84M
|
+$1.41M
|
+41,288
|
+20%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$8.05M
|
-$172K
|
-5,035
|
-2%
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
$7.78M
|
-$206K
|
-6,036
|
-3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.71M
|
-$610K
|
-17,868
|
-8%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.84M
|
+$681K
|
+19,942
|
+12%
|
|
|
25
|
Mission Wealth Management
Santa Barbara,
California
|
$6.67M
|
-$34.5K
|
-1,010
|
-0.5%
|
|
