|
1
|
Bank of America
Charlotte,
North Carolina
|
$32M
|
+$5.18M
|
+177,053
|
+19%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$7.87M
|
+$7.86M
|
+268,603
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.29M
|
+$2.34M
|
+79,803
|
+59%
|
|
|
4
|
|
$5.57M
|
+$883K
|
+30,165
|
+19%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$3.69M
|
+$433K
|
+14,805
|
+13%
|
|
|
6
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.8M
|
+$25.5K
|
+871
|
+0.9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.36M
|
+$1.84M
|
+63,003
|
+361%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.15M
|
+$96K
|
+3,280
|
+5%
|
|
|
9
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.98M
|
+$1.43M
|
+48,807
|
+243%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.92M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$325K
|
+11,102
|
+23%
|
|
|
12
|
|
$1.49M
|
+$1.49M
|
+50,990
|
New
|
|
|
13
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.14M
|
+$32.3K
|
+1,102
|
+3%
|
|
|
14
|
C-J Advisory
San Jose,
California
|
$1.11M
|
+$113K
|
+3,877
|
+11%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$949K
|
–
|
–
|
–
|
|
|
16
|
Colorado Capital Management
Boulder,
Colorado
|
$686K
|
+$301K
|
+10,268
|
+78%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$613K
|
-$38.2K
|
-1,305
|
-6%
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$533K
|
+$27.4K
|
+935
|
+5%
|
|
|
19
|
Harborview Advisors
Portland,
Maine
|
$515K
|
+$60K
|
+2,051
|
+13%
|
|
|
20
|
Arkos Global Advisors
Houston,
Texas
|
$507K
|
+$32.3K
|
+1,105
|
+7%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$507K
|
+$507K
|
+17,330
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$487K
|
-$17.6K
|
-602
|
-3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$457K
|
+$121K
|
+4,121
|
+36%
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$395K
|
+$395K
|
+13,484
|
New
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$392K
|
+$70.6K
|
+2,413
|
+22%
|
|
