|
1
|
Bank of America
Charlotte,
North Carolina
|
$601M
|
+$5.88M
|
+137,834
|
+1%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$205M
|
+$16.2M
|
+380,829
|
+9%
|
|
|
3
|
|
$89.1M
|
+$696K
|
+16,303
|
+0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$62.2M
|
+$2.42M
|
+56,628
|
+4%
|
|
|
5
|
|
$52.7M
|
+$1.14M
|
+26,811
|
+2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.7M
|
-$1.06M
|
-24,737
|
-3%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$29.2M
|
+$8.97M
|
+210,324
|
+46%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$28M
|
-$12M
|
-282,104
|
-31%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$23M
|
-$934K
|
-21,900
|
-4%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.1M
|
+$231K
|
+5,425
|
+1%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$17.6M
|
+$671K
|
+15,739
|
+4%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.2M
|
+$2.43M
|
+56,854
|
+17%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.5M
|
+$1.31M
|
+30,625
|
+9%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$12.9M
|
-$481K
|
-11,283
|
-4%
|
|
|
15
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$11.8M
|
-$179K
|
-4,202
|
-2%
|
|
|
16
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$10.9M
|
-$4.18M
|
-97,940
|
-28%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
-$638K
|
-14,944
|
-6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
-$49.1K
|
-1,150
|
-0.5%
|
|
|
19
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.63M
|
-$9.86M
|
-231,027
|
-51%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.39M
|
-$199K
|
-4,656
|
-2%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$9.3M
|
+$60K
|
+1,407
|
+0.7%
|
|
|
22
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$9.18M
|
-$51.2K
|
-1,199
|
-0.6%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$9.13M
|
-$5.03M
|
-117,828
|
-36%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$8.22M
|
+$405K
|
+9,491
|
+5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$8.1M
|
+$129K
|
+3,030
|
+2%
|
|
