|
1
|
Bank of America
Charlotte,
North Carolina
|
$255M
|
+$39.1M
|
+879,170
|
+18%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$93.4M
|
+$8.57M
|
+192,625
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$34.9M
|
+$1.1M
|
+24,836
|
+3%
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$28.9M
|
+$6.47M
|
+145,467
|
+29%
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$24.4M
|
+$756K
|
+16,997
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
+$450K
|
+10,121
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.8M
|
+$2.36M
|
+53,093
|
+12%
|
|
|
8
|
|
$21.2M
|
+$4.99M
|
+112,142
|
+31%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$18.4M
|
+$1.19M
|
+26,669
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$15.7M
|
+$3M
|
+67,405
|
+24%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.73M
|
+$591K
|
+13,280
|
+7%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.71M
|
+$2.34M
|
+52,522
|
+37%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$7.52M
|
+$2.12M
|
+47,575
|
+40%
|
|
|
14
|
Laurel Wealth Planning
Edina,
Minnesota
|
$6.41M
|
+$613K
|
+13,775
|
+11%
|
|
|
15
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.3M
|
-$335K
|
-7,543
|
-6%
|
|
|
16
|
Colorado Capital Management
Boulder,
Colorado
|
$5.13M
|
+$238K
|
+5,343
|
+5%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$5.12M
|
+$5.04M
|
+113,443
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.76M
|
+$556K
|
+12,506
|
+13%
|
|
|
19
|
C-J Advisory
San Jose,
California
|
$4.32M
|
-$101K
|
-2,265
|
-2%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$3.95M
|
+$650K
|
+14,621
|
+20%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$3.31M
|
+$113K
|
+2,546
|
+4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.31M
|
+$1.24M
|
+27,940
|
+62%
|
|
|
23
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.49M
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.39M
|
+$595K
|
+13,374
|
+34%
|
|
|
25
|
First Pacific Financial
Vancouver,
Washington
|
$2.37M
|
+$481K
|
+10,809
|
+26%
|
|
