|
1
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$9.11M
|
+263,315
|
+9%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$64.8M
|
+$2.76M
|
+79,731
|
+5%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$19.7M
|
+$17.8M
|
+514,944
|
New
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$17.2M
|
+$15.6M
|
+449,727
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$6.88M
|
+199,018
|
+91%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
+$1.52M
|
+44,064
|
+13%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.1M
|
+$3.06M
|
+88,336
|
+32%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$13.3M
|
+$1.69M
|
+48,888
|
+16%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.75M
|
+$2.26M
|
+65,353
|
+48%
|
|
|
10
|
|
$7.68M
|
+$470K
|
+13,590
|
+7%
|
|
|
11
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.86M
|
-$87.1K
|
-2,518
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.64M
|
+$912K
|
+26,377
|
+22%
|
|
|
13
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.99M
|
+$4.5M
|
+130,108
|
New
|
|
|
14
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.09M
|
+$133K
|
+3,839
|
+4%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$3.8M
|
+$26.6K
|
+768
|
+0.8%
|
|
|
16
|
C-J Advisory
San Jose,
California
|
$3.74M
|
+$67.5K
|
+1,951
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.09M
|
+$1.41M
|
+40,755
|
+102%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.08M
|
+$1.17M
|
+33,971
|
+73%
|
|
|
19
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.71M
|
+$209K
|
+6,054
|
+9%
|
|
|
20
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.48M
|
-$4.52M
|
-130,681
|
-67%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$2.18M
|
+$29.8K
|
+861
|
+2%
|
|
|
22
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.12M
|
–
|
–
|
–
|
|
|
23
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.87M
|
+$659K
|
+19,054
|
+64%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1.35M
|
+39,109
|
New
|
|
|
25
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.38M
|
+$3.29K
|
+95
|
+0.3%
|
|
