|
1
|
Bank of America
Charlotte,
North Carolina
|
$172M
|
-$55.4M
|
-1,573,178
|
-23%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$75.1M
|
+$1.03M
|
+29,304
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.2M
|
+$1.86M
|
+52,847
|
+6%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$27.4M
|
+$2.6M
|
+73,766
|
+9%
|
|
|
5
|
|
$24.9M
|
+$3.02M
|
+85,749
|
+12%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$21.7M
|
+$1.06M
|
+30,215
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
+$762K
|
+21,641
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
-$357K
|
-10,131
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
-$3.07M
|
-87,262
|
-17%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$1.57M
|
+44,552
|
+14%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$11.3M
|
+$830K
|
+23,562
|
+7%
|
|
|
12
|
IMPACTfolio
Denver,
Colorado
|
$7.67M
|
+$235K
|
+6,663
|
+3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$7.45M
|
+$1.56M
|
+44,326
|
+24%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.38M
|
+$1.18M
|
+33,516
|
+17%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$6.72M
|
+$3.42M
|
+96,996
|
+86%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.49M
|
+$64.6K
|
+1,836
|
+0.9%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.02M
|
-$446K
|
-12,663
|
-6%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$4.98M
|
+$209K
|
+5,939
|
+4%
|
|
|
19
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.99M
|
+$74.6K
|
+2,118
|
+2%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.67M
|
-$30.1K
|
-854
|
-0.7%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$3.63M
|
-$359K
|
-10,205
|
-8%
|
|
|
22
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$3.44M
|
+$456K
|
+12,964
|
+14%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.2M
|
-$25.7K
|
-730
|
-0.8%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.91M
|
+$923K
|
+26,216
|
+41%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.59M
|
+$279K
|
+7,931
|
+11%
|
|
