|
1
|
Bank of America
Charlotte,
North Carolina
|
$584M
|
-$9.02M
|
-227,887
|
-2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$163M
|
+$4.45M
|
+112,258
|
+3%
|
|
|
3
|
|
$63.5M
|
-$297K
|
-7,502
|
-0.5%
|
|
|
4
|
|
$47.8M
|
+$888K
|
+22,416
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$44.2M
|
+$939K
|
+23,722
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.5M
|
+$4.97M
|
+125,456
|
+15%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$39.3M
|
-$989K
|
-24,986
|
-3%
|
|
|
8
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$29M
|
+$265K
|
+6,689
|
+1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.8M
|
+$1.88M
|
+47,485
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$27.5M
|
-$1.51M
|
-38,202
|
-5%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$22.1M
|
-$295K
|
-7,461
|
-1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.4M
|
-$964K
|
-24,330
|
-5%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$17.2M
|
+$2.12M
|
+53,489
|
+15%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$15.9M
|
+$407K
|
+10,277
|
+3%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.5M
|
+$241K
|
+6,086
|
+2%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$11.5M
|
+$3.51M
|
+88,532
|
+47%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
-$1.17M
|
-29,652
|
-10%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.3M
|
+$33.7K
|
+850
|
+0.3%
|
|
|
19
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$11.1M
|
-$70.3K
|
-1,774
|
-0.7%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$10.9M
|
+$4.73M
|
+119,338
|
+85%
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10.5M
|
-$697K
|
-17,605
|
-7%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.98M
|
+$3.45M
|
+87,049
|
+57%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$9.27M
|
+$2.31M
|
+58,293
|
+36%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.84M
|
-$809K
|
-20,432
|
-9%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.16M
|
+$688K
|
+17,383
|
+10%
|
|
