|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
+$4.67M
|
+155,101
|
+14%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$14M
|
+$5.48M
|
+182,106
|
+68%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.32M
|
+$1.56M
|
+51,947
|
+24%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.02M
|
+$5.32M
|
+176,811
|
+220%
|
|
|
5
|
|
$6.22M
|
+$289K
|
+9,597
|
+5%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$4.97M
|
+$1.01M
|
+33,569
|
+27%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.04M
|
+$865K
|
+28,757
|
+42%
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.03M
|
+$49.4K
|
+1,641
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.63M
|
+$335K
|
+11,129
|
+15%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.57M
|
+$682K
|
+22,665
|
+38%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.41M
|
–
|
–
|
–
|
|
|
12
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.43M
|
+$212K
|
+7,054
|
+18%
|
|
|
13
|
C-J Advisory
San Jose,
California
|
$1.36M
|
+$180K
|
+5,982
|
+16%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$1.07M
|
+$60.2K
|
+2,000
|
+6%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$1.02M
|
+$277K
|
+9,221
|
+39%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$911K
|
+$483K
|
+16,037
|
+121%
|
|
|
17
|
|
$889K
|
-$675K
|
-22,444
|
-44%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$837K
|
+$808K
|
+26,850
|
New
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$809K
|
+$445K
|
+14,784
|
+132%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$757K
|
+$629K
|
+20,915
|
+621%
|
|
|
21
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$747K
|
+$721K
|
+23,974
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$651K
|
+$129K
|
+4,275
|
+26%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$629K
|
-$20.1K
|
-668
|
-3%
|
|
|
24
|
Arkos Global Advisors
Houston,
Texas
|
$559K
|
+$18.4K
|
+613
|
+4%
|
|
|
25
|
Harborview Advisors
Portland,
Maine
|
$548K
|
-$30
|
-1
|
-0%
|
|
