|
1
|
Bank of America
Charlotte,
North Carolina
|
$301M
|
+$38.4M
|
+861,575
|
+14%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$98.4M
|
+$6.79M
|
+152,315
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35M
|
-$465K
|
-10,428
|
-1%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$29.2M
|
+$4.22M
|
+94,616
|
+16%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.6M
|
+$5.46M
|
+122,450
|
+22%
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$27.9M
|
-$1.75M
|
-39,268
|
-6%
|
|
|
7
|
|
$25M
|
+$3.2M
|
+71,880
|
+14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$21.8M
|
-$1.61M
|
-36,199
|
-7%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$20.9M
|
+$2.73M
|
+61,168
|
+14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$2.32M
|
+52,000
|
+21%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
-$2.51M
|
-56,237
|
-17%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.31M
|
+$9.87M
|
+221,582
|
New
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$8.55M
|
+$1.01M
|
+22,648
|
+13%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.49M
|
-$8.29K
|
-186
|
-0.1%
|
|
|
15
|
IMPACTfolio
Denver,
Colorado
|
$7.92M
|
+$8.4M
|
+188,592
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.24M
|
+$1.65M
|
+37,013
|
+33%
|
|
|
17
|
Colorado Capital Management
Boulder,
Colorado
|
$5.4M
|
+$233K
|
+5,227
|
+4%
|
|
|
18
|
Bank of New York Mellon
New York
|
$5.31M
|
+$3.18M
|
+71,311
|
+130%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$5.24M
|
+$1.21M
|
+27,070
|
+28%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.02M
|
+$1.51M
|
+33,995
|
+40%
|
|
|
21
|
Eastern Bank
Boston,
Massachusetts
|
$4.9M
|
+$91K
|
+2,041
|
+2%
|
|
|
22
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.87M
|
-$79.6K
|
-1,786
|
-2%
|
|
|
23
|
Perella Weinberg Partners Capital Management
New York
|
$4.76M
|
+$5.05M
|
+113,318
|
New
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$4.68M
|
+$1.33M
|
+29,766
|
+37%
|
|
|
25
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.3M
|
-$2.09M
|
-46,978
|
-31%
|
|
