|
1
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$94.9M
|
-1,928,893
|
-50%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$94.3M
|
+$4.34M
|
+88,269
|
+5%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$80.6M
|
+$5.54M
|
+112,553
|
+8%
|
|
|
4
|
TIAA-CREF Individual & Institutional Services
New York
|
$62.1M
|
-$3.09M
|
-62,773
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.1M
|
+$149K
|
+3,025
|
+0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$54.6M
|
+$15M
|
+304,680
|
+41%
|
|
|
7
|
|
$54.1M
|
-$404K
|
-8,209
|
-0.8%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$45.7M
|
+$2.25M
|
+45,767
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$43.7M
|
+$915K
|
+18,604
|
+2%
|
|
|
10
|
Bank of New York Mellon
New York
|
$23.3M
|
+$4.26M
|
+86,553
|
+24%
|
|
|
11
|
Boston Common Asset Management
Boston,
Massachusetts
|
$21.9M
|
-$253K
|
-5,152
|
-1%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$15.3M
|
+$26.2K
|
+533
|
+0.2%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$13.6M
|
-$216K
|
-4,395
|
-2%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
-$31.4K
|
-639
|
-0.2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$13.4M
|
-$237K
|
-4,808
|
-2%
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.4M
|
+$766K
|
+15,571
|
+7%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$11.3M
|
-$154K
|
-3,122
|
-1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$222K
|
+4,510
|
+2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$8.82M
|
+$70.6K
|
+1,436
|
+0.9%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$7.86M
|
+$57.5K
|
+1,168
|
+0.8%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$7.21M
|
+$103K
|
+2,093
|
+2%
|
|
|
22
|
DeDora Capital
Napa,
California
|
$7.04M
|
+$41.3K
|
+839
|
+0.6%
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$6.97M
|
-$52.4K
|
-1,066
|
-0.8%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.96M
|
+$141K
|
+2,864
|
+2%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$6.8M
|
+$380K
|
+7,731
|
+6%
|
|
