|
1
|
Bank of America
Charlotte,
North Carolina
|
$336M
|
+$50.6M
|
+1,281,731
|
+18%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$90.8M
|
-$2.43M
|
-61,488
|
-3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.8M
|
+$4.7M
|
+119,025
|
+17%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$29.2M
|
+$1.49M
|
+37,766
|
+5%
|
|
|
5
|
|
$26.9M
|
+$3.14M
|
+79,583
|
+13%
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$26.8M
|
+$265K
|
+6,708
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
-$10.6M
|
-268,053
|
-32%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$21.7M
|
+$1.79M
|
+45,231
|
+9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
-$216K
|
-5,478
|
-1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$18.5M
|
+$7.6M
|
+192,507
|
+71%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$66.5K
|
+1,685
|
+0.6%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$11.5M
|
+$2.62M
|
+66,242
|
+30%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.01M
|
+$948K
|
+23,998
|
+12%
|
|
|
14
|
IMPACTfolio
Denver,
Colorado
|
$8.07M
|
+$555K
|
+14,041
|
+7%
|
|
|
15
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$8.07M
|
+$25.3K
|
+641
|
+0.3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.16M
|
+$1.23M
|
+31,222
|
+21%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$7.09M
|
+$4.71M
|
+119,296
|
+204%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.75M
|
+$982K
|
+24,859
|
+21%
|
|
|
19
|
Eastern Bank
Boston,
Massachusetts
|
$5.61M
|
+$954K
|
+24,157
|
+21%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$4.93M
|
-$169K
|
-4,284
|
-3%
|
|
|
21
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.8M
|
+$177K
|
+4,483
|
+4%
|
|
|
22
|
Bank of New York Mellon
New York
|
$4.67M
|
-$361K
|
-9,143
|
-7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$4.61M
|
+$171K
|
+4,318
|
+4%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$3.99M
|
-$974K
|
-24,668
|
-20%
|
|
|
25
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$3.67M
|
+$757K
|
+19,159
|
+26%
|
|
