|
1
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
+$67.2M
|
+1,591,673
|
+50%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$80.7M
|
+$7.76M
|
+183,941
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
+$13.9M
|
+330,085
|
+79%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$22.5M
|
+$319K
|
+7,562
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$22M
|
+$6.11M
|
+144,674
|
+39%
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$21.3M
|
+$1.93M
|
+45,622
|
+10%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.4M
|
+$2.65M
|
+62,783
|
+16%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$16.4M
|
+$1.42M
|
+33,658
|
+10%
|
|
|
9
|
|
$15.3M
|
+$6.6M
|
+156,407
|
+78%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$3.36M
|
+79,688
|
+39%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.7M
|
+$2.33M
|
+55,107
|
+37%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.04M
|
+$2.52M
|
+59,698
|
+74%
|
|
|
13
|
Laurel Wealth Planning
Edina,
Minnesota
|
$5.52M
|
-$77.5K
|
-1,837
|
-1%
|
|
|
14
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.37M
|
-$1.19M
|
-28,103
|
-18%
|
|
|
15
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.12M
|
+$517K
|
+12,242
|
+11%
|
|
|
16
|
Colorado Capital Management
Boulder,
Colorado
|
$4.66M
|
+$393K
|
+9,309
|
+9%
|
|
|
17
|
C-J Advisory
San Jose,
California
|
$4.22M
|
+$14.3K
|
+339
|
+0.3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4M
|
+$536K
|
+12,696
|
+16%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$3.13M
|
+$3.07M
|
+72,783
|
New
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$3.05M
|
+$591K
|
+14,009
|
+25%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.8M
|
–
|
–
|
–
|
|
|
22
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$2.51M
|
+$2.46M
|
+58,233
|
New
|
|
|
23
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.38M
|
–
|
–
|
–
|
|
|
24
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.98M
|
-$116K
|
-2,760
|
-6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.95M
|
+$723K
|
+17,136
|
+61%
|
|
