|
1
|
Bank of America
Charlotte,
North Carolina
|
$534M
|
-$17.7M
|
-427,291
|
-3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$155M
|
+$1.41M
|
+34,028
|
+0.9%
|
|
|
3
|
|
$78.7M
|
+$19.8M
|
+476,089
|
+31%
|
|
|
4
|
|
$45.8M
|
+$723K
|
+17,412
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$42.8M
|
+$1.1M
|
+26,609
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.4M
|
+$2.29M
|
+55,272
|
+6%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$35.5M
|
-$3.78M
|
-91,049
|
-10%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.1M
|
+$4.14M
|
+99,604
|
+15%
|
|
|
9
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$25.2M
|
-$2.32M
|
-55,813
|
-8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$24.6M
|
-$1.36M
|
-32,679
|
-5%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$20.9M
|
+$31.3K
|
+755
|
+0.1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.3M
|
+$49.5K
|
+1,193
|
+0.2%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$17.8M
|
+$1.82M
|
+43,801
|
+11%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$15.4M
|
+$493K
|
+11,872
|
+3%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.5M
|
+$837K
|
+20,155
|
+6%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$12.5M
|
+$1.7M
|
+40,998
|
+15%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$12.2M
|
+$12.8M
|
+308,997
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$11M
|
+$303K
|
+7,286
|
+3%
|
|
|
19
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$10.7M
|
+$265K
|
+6,388
|
+2%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.6M
|
+$1.2M
|
+28,966
|
+12%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$8.83M
|
+$84.1K
|
+2,026
|
+0.9%
|
|
|
22
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$8.53M
|
+$2.06M
|
+49,707
|
+30%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.42M
|
+$83.2K
|
+2,004
|
+0.9%
|
|
|
24
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.03M
|
+$343K
|
+8,254
|
+4%
|
|
|
25
|
Mission Wealth Management
Santa Barbara,
California
|
$7.43M
|
+$52.4K
|
+1,263
|
+0.7%
|
|
