|
1
|
Bank of America
Charlotte,
North Carolina
|
$570M
|
-$47.1M
|
-1,053,321
|
-8%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$219M
|
+$8.69M
|
+194,509
|
+4%
|
|
|
3
|
|
$91.3M
|
-$296K
|
-6,637
|
-0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$80.6M
|
+$16.5M
|
+370,301
|
+26%
|
|
|
5
|
|
$55.5M
|
+$1.39M
|
+31,083
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.3M
|
+$10.6M
|
+237,238
|
+31%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$36.9M
|
+$621K
|
+13,900
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$23M
|
-$658K
|
-14,725
|
-3%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.2M
|
-$451K
|
-10,097
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
-$7.56M
|
-169,220
|
-26%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.8M
|
+$2.12M
|
+47,542
|
+12%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$18.4M
|
+$301K
|
+6,745
|
+2%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.9M
|
-$28.9K
|
-648
|
-0.2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$15.5M
|
+$7.1M
|
+158,864
|
+86%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$13M
|
-$162K
|
-3,633
|
-1%
|
|
|
16
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$12.2M
|
+$84.5K
|
+1,892
|
+0.7%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.7M
|
+$1.07M
|
+23,849
|
+11%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$10.6M
|
-$22K
|
-493
|
-0.2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
-$336K
|
-7,511
|
-3%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$9.97M
|
+$413K
|
+9,254
|
+4%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$9.36M
|
-$30.8K
|
-689
|
-0.3%
|
|
|
22
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$9.26M
|
-$176K
|
-3,936
|
-2%
|
|
|
23
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.07M
|
-$831K
|
-18,593
|
-8%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.53M
|
+$766K
|
+17,156
|
+10%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$8.37M
|
-$84.7K
|
-1,896
|
-1%
|
|
