|
1
|
Bank of America
Charlotte,
North Carolina
|
$548M
|
-$1.53M
|
-37,695
|
-0.3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$156M
|
-$2.83M
|
-69,821
|
-2%
|
|
|
3
|
|
$81.9M
|
+$925K
|
+22,805
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$53.1M
|
+$9.07M
|
+223,762
|
+21%
|
|
|
5
|
|
$48.4M
|
+$1.36M
|
+33,464
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$40M
|
-$1.52M
|
-37,557
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.7M
|
+$1.76M
|
+43,495
|
+6%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.3M
|
-$8.44M
|
-208,129
|
-24%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$2.85M
|
-70,195
|
-11%
|
|
|
10
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$22.5M
|
-$3.4M
|
-83,811
|
-13%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$19.1M
|
+$806K
|
+19,886
|
+4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19M
|
-$887K
|
-21,863
|
-4%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$15.8M
|
-$53.2K
|
-1,311
|
-0.3%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.9M
|
-$6.2K
|
-153
|
-0%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$13.1M
|
+$618K
|
+15,251
|
+5%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.6M
|
+$1.72M
|
+42,328
|
+16%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$12.4M
|
+$6.79M
|
+167,498
|
+121%
|
|
|
18
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$11M
|
-$88.7K
|
-2,188
|
-0.8%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
-$935K
|
-23,061
|
-8%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$9.21M
|
+$128K
|
+3,147
|
+1%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.81M
|
+$147K
|
+3,623
|
+2%
|
|
|
22
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$8.8M
|
+$53.7K
|
+1,323
|
+0.6%
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$8.57M
|
-$13M
|
-319,350
|
-60%
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$8.33M
|
+$693K
|
+17,096
|
+9%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.22M
|
-$35.7K
|
-881
|
-0.4%
|
|
