|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.02億
|
-$9489万
|
-1,928,893
|
-50%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$9432万
|
+$434万
|
+88,269
|
+5%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$8063万
|
+$554万
|
+112,553
|
+8%
|
|
|
4
|
TIAA-CREF Individual & Institutional Services
New York
|
$6208万
|
-$309万
|
-62,773
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5515万
|
+$14.9万
|
+3,025
|
+0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5464万
|
+$1499万
|
+304,680
|
+41%
|
|
|
7
|
|
$5409万
|
-$40.4万
|
-8,209
|
-0.8%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$4568万
|
+$225万
|
+45,767
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4369万
|
+$91.5万
|
+18,604
|
+2%
|
|
|
10
|
Bank of New York Mellon
New York
|
$2327万
|
+$426万
|
+86,553
|
+24%
|
|
|
11
|
Boston Common Asset Management
Boston,
Massachusetts
|
$2187万
|
-$25.3万
|
-5,152
|
-1%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$1534万
|
+$2.62万
|
+533
|
+0.2%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$1358万
|
-$21.6万
|
-4,395
|
-2%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$1354万
|
-$3.14万
|
-639
|
-0.2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1340万
|
-$23.7万
|
-4,808
|
-2%
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1238万
|
+$76.6万
|
+15,571
|
+7%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$1132万
|
-$15.4万
|
-3,122
|
-1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1129万
|
+$22.2万
|
+4,510
|
+2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$882万
|
+$7.06万
|
+1,436
|
+0.9%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$786万
|
+$5.75万
|
+1,168
|
+0.8%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$721万
|
+$10.3万
|
+2,093
|
+2%
|
|
|
22
|
DeDora Capital
Napa,
California
|
$704万
|
+$4.13万
|
+839
|
+0.6%
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$697万
|
-$5.24万
|
-1,066
|
-0.8%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$696万
|
+$14.1万
|
+2,864
|
+2%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$680万
|
+$38万
|
+7,731
|
+6%
|
|
