|
1
|
Bank of America
Charlotte,
North Carolina
|
$555M
|
+$18.7M
|
+508,259
|
+4%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$147M
|
+$9.52M
|
+259,417
|
+7%
|
|
|
3
|
|
$60M
|
-$271K
|
-7,387
|
-0.5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$41.6M
|
+$3.08M
|
+84,002
|
+9%
|
|
|
5
|
|
$38.8M
|
+$3.09M
|
+84,095
|
+9%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$36.8M
|
+$243K
|
+6,610
|
+0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.7M
|
+$2.07M
|
+56,513
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$29.8M
|
-$180K
|
-4,901
|
-0.6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.4M
|
+$1.68M
|
+45,823
|
+8%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.2M
|
-$1.07M
|
-29,138
|
-5%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$19.4M
|
-$165K
|
-4,503
|
-0.9%
|
|
|
12
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$15.5M
|
+$14.7M
|
+399,284
|
New
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$14.9M
|
+$656K
|
+17,872
|
+5%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.7M
|
-$90.9K
|
-2,475
|
-0.8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$1.64M
|
+44,563
|
+16%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$11.5M
|
+$1.86M
|
+50,747
|
+21%
|
|
|
17
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10M
|
+$3.75M
|
+102,029
|
+65%
|
|
|
18
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$9.72M
|
+$145K
|
+3,958
|
+2%
|
|
|
19
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$9.2M
|
-$1.49M
|
-40,482
|
-15%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.56M
|
+$200K
|
+5,438
|
+3%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.42M
|
+$965K
|
+26,297
|
+14%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$8.04M
|
-$618K
|
-16,821
|
-8%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$7.31M
|
+$81.4K
|
+2,218
|
+1%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$7.19M
|
-$4.87M
|
-132,657
|
-42%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.17M
|
+$1.44M
|
+39,216
|
+27%
|
|
