|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.1M
|
+$25M
|
+888,510
|
+71%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$24.1M
|
+$18.7M
|
+665,191
|
+148%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.71M
|
+$1.51M
|
+53,521
|
+21%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
-$1.93M
|
-68,665
|
-26%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$4.17M
|
+$942K
|
+33,448
|
+21%
|
|
|
6
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.17M
|
+$5.44M
|
+192,926
|
New
|
|
|
7
|
|
$4.08M
|
-$304K
|
-10,808
|
-5%
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.79M
|
+$2.21M
|
+78,268
|
+81%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.71M
|
+$2.45M
|
+87,140
|
+103%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.1M
|
+$415K
|
+14,748
|
+18%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.05M
|
–
|
–
|
–
|
|
|
12
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.82M
|
-$228K
|
-8,085
|
-8%
|
|
|
13
|
Colorado Capital Management
Boulder,
Colorado
|
$1.55M
|
+$1.1M
|
+39,041
|
+120%
|
|
|
14
|
C-J Advisory
San Jose,
California
|
$1.33M
|
+$506K
|
+17,958
|
+41%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.29M
|
+$395K
|
+14,031
|
+31%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$963K
|
+$1.26M
|
+44,600
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$757K
|
+$165K
|
+5,842
|
+20%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$743K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$632K
|
+$67.4K
|
+2,391
|
+9%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$568K
|
+$8.87K
|
+315
|
+1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$541K
|
+$117K
|
+4,148
|
+20%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$525K
|
+$85
|
+3
|
+0%
|
|
|
23
|
Avantax Planning Partners
Dubuque,
Iowa
|
$498K
|
+$467K
|
+16,559
|
+255%
|
|
|
24
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$441K
|
-$101K
|
-3,575
|
-15%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$424K
|
+$78K
|
+2,769
|
+16%
|
|
