|
1
|
Bank of America
Charlotte,
North Carolina
|
$569M
|
+$1.65M
|
+41,550
|
+0.3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$180M
|
+$17.2M
|
+431,789
|
+11%
|
|
|
3
|
|
$84.6M
|
-$182K
|
-4,577
|
-0.2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$57.1M
|
+$2.06M
|
+51,708
|
+4%
|
|
|
5
|
|
$49.2M
|
-$845K
|
-21,234
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.6M
|
-$2.65M
|
-66,493
|
-7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.2M
|
-$618K
|
-15,540
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$23M
|
-$302K
|
-7,594
|
-1%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20M
|
+$316K
|
+7,935
|
+2%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$19.1M
|
-$626K
|
-15,741
|
-3%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$18.9M
|
+$9.86M
|
+247,808
|
+122%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$16.2M
|
-$165K
|
-4,144
|
-1%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.5M
|
+$141K
|
+3,552
|
+1%
|
|
|
14
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$14.5M
|
-$8.32M
|
-209,125
|
-38%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14M
|
+$976K
|
+24,517
|
+8%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$13.7M
|
+$80K
|
+2,009
|
+0.6%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$12.8M
|
-$57.5K
|
-1,446
|
-0.5%
|
|
|
18
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$11.4M
|
+$68.1K
|
+1,710
|
+0.6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
-$229K
|
-5,750
|
-2%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$9.89M
|
+$340K
|
+8,540
|
+4%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.18M
|
+$52.6K
|
+1,322
|
+0.6%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$8.83M
|
+$194K
|
+4,885
|
+2%
|
|
|
23
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$8.82M
|
-$291K
|
-7,300
|
-3%
|
|
|
24
|
Money Design
Tokyo,
Japan
|
$8.43M
|
-$422K
|
-10,599
|
-5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$7.62M
|
+$12.7K
|
+319
|
+0.2%
|
|
