|
1
|
Bank of America
Charlotte,
North Carolina
|
$86.3M
|
+$1.93M
|
+66,257
|
+2%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$47.8M
|
+$6.45M
|
+221,029
|
+16%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
+$443K
|
+15,197
|
+5%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$8.83M
|
+$1.23M
|
+42,013
|
+16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.25M
|
+$918K
|
+31,477
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.5M
|
+$550K
|
+18,852
|
+9%
|
|
|
7
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.31M
|
-$469K
|
-16,073
|
-8%
|
|
|
8
|
|
$5.53M
|
+$390K
|
+13,368
|
+8%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.61M
|
-$763K
|
-26,164
|
-14%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.08M
|
+$398K
|
+13,635
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.58M
|
+$158K
|
+5,402
|
+5%
|
|
|
12
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.05M
|
+$79.2K
|
+2,716
|
+3%
|
|
|
13
|
Colorado Capital Management
Boulder,
Colorado
|
$2.91M
|
+$129K
|
+4,415
|
+5%
|
|
|
14
|
C-J Advisory
San Jose,
California
|
$2.84M
|
+$7.67K
|
+263
|
+0.3%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.92M
|
-$37.4K
|
-1,281
|
-2%
|
|
|
16
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.67M
|
–
|
–
|
–
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$1.66M
|
+$124K
|
+4,235
|
+8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.37M
|
+$132K
|
+4,522
|
+11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.2M
|
+$229K
|
+7,854
|
+24%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.18M
|
+$343K
|
+11,758
|
+42%
|
|
|
21
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.16M
|
+$118K
|
+4,049
|
+13%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$967K
|
-$128K
|
-4,378
|
-12%
|
|
|
23
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$878K
|
+$90.4K
|
+3,101
|
+12%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$877K
|
+$233
|
+8
|
+0%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$852K
|
+$98K
|
+3,362
|
+13%
|
|
