|
1
|
Bank of America
Charlotte,
North Carolina
|
$741M
|
+$476M
|
+4,968,140
|
+156%
|
|
|
2
|
TIAA-CREF Individual & Institutional Services
New York
|
$228M
|
+$240M
|
+2,502,577
|
New
|
|
|
3
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$130M
|
+$11.3M
|
+117,740
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$101M
|
+$13.4M
|
+140,103
|
+14%
|
|
|
5
|
|
$81.1M
|
+$33M
|
+344,364
|
+59%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$61.6M
|
-$124K
|
-1,296
|
-0.2%
|
|
|
7
|
|
$50.8M
|
+$3.55M
|
+37,002
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.8M
|
+$25.1M
|
+261,749
|
+113%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$29.5M
|
+$209K
|
+2,184
|
+0.7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
+$2.36M
|
+24,624
|
+10%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.2M
|
-$688K
|
-7,184
|
-3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$19.8M
|
+$6.63M
|
+69,184
|
+46%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.1M
|
+$2.48M
|
+25,904
|
+20%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.9M
|
+$2.48M
|
+25,841
|
+22%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.8M
|
+$1.99M
|
+20,780
|
+19%
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$11.7M
|
-$982K
|
-10,250
|
-7%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$9.78M
|
+$434K
|
+4,528
|
+4%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.16M
|
-$977K
|
-10,194
|
-9%
|
|
|
19
|
Impact Investors
San Francisco,
California
|
$9.04M
|
+$435K
|
+4,544
|
+5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$8.95M
|
+$4.37M
|
+45,635
|
+87%
|
|
|
21
|
Laurel Wealth Planning
Edina,
Minnesota
|
$7.92M
|
+$4.95M
|
+51,648
|
+146%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$7.58M
|
-$205K
|
-2,143
|
-3%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$7.5M
|
+$1.31M
|
+13,668
|
+20%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.14M
|
-$2.01M
|
-20,967
|
-21%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$7.06M
|
+$361K
|
+3,763
|
+5%
|
|
