|
1
|
Bank of America
Charlotte,
North Carolina
|
$274M
|
+$28.9M
|
+654,070
|
+12%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$95.2M
|
+$5.34M
|
+120,978
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$36.7M
|
+$3.13M
|
+70,820
|
+9%
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$30.6M
|
+$2.8M
|
+63,548
|
+10%
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$26.1M
|
+$2.69M
|
+61,035
|
+11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
+$2.37M
|
+53,782
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$1.44M
|
+32,711
|
+6%
|
|
|
8
|
|
$22.8M
|
+$2.45M
|
+55,554
|
+12%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$19M
|
+$1.32M
|
+29,970
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.2M
|
-$981K
|
-22,221
|
-6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11M
|
+$1.64M
|
+37,211
|
+17%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.8M
|
+$419K
|
+9,492
|
+5%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$7.77M
|
+$535K
|
+12,129
|
+7%
|
|
|
14
|
Laurel Wealth Planning
Edina,
Minnesota
|
$6.5M
|
+$326K
|
+7,395
|
+5%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$5.34M
|
+$403K
|
+9,132
|
+8%
|
|
|
16
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.12M
|
+$22.3K
|
+505
|
+0.4%
|
|
|
17
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$5.03M
|
+$2.93M
|
+66,442
|
+135%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$4.98M
|
+$47.3K
|
+1,072
|
+0.9%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.85M
|
+$267K
|
+6,045
|
+6%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$4.26M
|
+$4.33M
|
+98,070
|
New
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$4.25M
|
+$457K
|
+10,356
|
+12%
|
|
|
22
|
C-J Advisory
San Jose,
California
|
$4.08M
|
-$88K
|
-1,993
|
-2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.72M
|
+$540K
|
+12,233
|
+17%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$3.55M
|
+$1.26M
|
+28,601
|
+54%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.37M
|
+$2.08M
|
+47,193
|
+155%
|
|
