|
1
|
Bank of America
Charlotte,
North Carolina
|
$227M
|
-$54.5M
|
-1,516,166
|
-18%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$75.8M
|
+$1.14M
|
+31,687
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.2M
|
+$2.15M
|
+59,843
|
+7%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$25.7M
|
+$1.77M
|
+49,241
|
+7%
|
|
|
5
|
|
$22.7M
|
+$533K
|
+14,820
|
+2%
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$22M
|
-$35.4K
|
-984
|
-0.1%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$21.2M
|
+$3.71M
|
+103,033
|
+19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$1.58M
|
+43,978
|
+9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$17.5M
|
+$2.43M
|
+67,648
|
+15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
-$1.78M
|
-49,629
|
-9%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10.8M
|
+$1.52M
|
+42,146
|
+15%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$510K
|
+14,186
|
+5%
|
|
|
13
|
IMPACTfolio
Denver,
Colorado
|
$7.63M
|
+$1.08M
|
+30,004
|
+15%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.58M
|
+$751K
|
+20,894
|
+12%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.58M
|
-$927K
|
-25,780
|
-11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.45M
|
+$1.88M
|
+52,311
|
+36%
|
|
|
17
|
Bank of New York Mellon
New York
|
$6.17M
|
+$2.55M
|
+70,875
|
+60%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$4.9M
|
+$308K
|
+8,570
|
+6%
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$4.05M
|
-$11K
|
-305
|
-0.2%
|
|
|
20
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.01M
|
+$63K
|
+1,751
|
+1%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$3.79M
|
-$6.47K
|
-180
|
-0.2%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$3.69M
|
-$2.35M
|
-65,338
|
-37%
|
|
|
23
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$3.1M
|
+$86K
|
+2,391
|
+3%
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.09M
|
+$3.39M
|
+94,241
|
New
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.73M
|
+$73.5K
|
+2,043
|
+3%
|
|
