|
1
|
Bank of America
Charlotte,
North Carolina
|
$78.1M
|
+$17.8M
|
+708,875
|
+33%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$38.2M
|
+$6.89M
|
+274,768
|
+25%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.03M
|
+$455K
|
+18,146
|
+6%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$7.03M
|
+$1.58M
|
+62,910
|
+33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.77M
|
+$1.22M
|
+48,463
|
+24%
|
|
|
6
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.8M
|
+$461K
|
+18,388
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.51M
|
+$724K
|
+28,863
|
+17%
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.99M
|
+$155K
|
+6,163
|
+4%
|
|
|
9
|
|
$4.76M
|
-$392K
|
-15,623
|
-8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$3.39M
|
+$2.77M
|
+110,445
|
+840%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.17M
|
+$453K
|
+18,044
|
+19%
|
|
|
12
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.74M
|
+$268K
|
+10,699
|
+12%
|
|
|
13
|
C-J Advisory
San Jose,
California
|
$2.61M
|
+$847K
|
+33,739
|
+55%
|
|
|
14
|
Colorado Capital Management
Boulder,
Colorado
|
$2.57M
|
+$555K
|
+22,117
|
+31%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.05M
|
–
|
–
|
–
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.81M
|
+$152K
|
+6,048
|
+10%
|
|
|
17
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.53M
|
+$1.01M
|
+40,223
|
+269%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$1.42M
|
+$436K
|
+17,362
|
+50%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
+$168K
|
+6,683
|
+19%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$604K
|
+24,087
|
+187%
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$920K
|
+$676K
|
+26,948
|
+412%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$891K
|
+$391K
|
+15,587
|
+92%
|
|
|
23
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$874K
|
+$286K
|
+11,411
|
+56%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$812K
|
-$377K
|
-15,031
|
-34%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$774K
|
+$78.6K
|
+3,133
|
+13%
|
|
