|
1
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
-$20.9M
|
-598,851
|
-11%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$80.9M
|
+$935K
|
+26,794
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.1M
|
+$2.94M
|
+84,384
|
+9%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$30.6M
|
+$1.35M
|
+38,805
|
+5%
|
|
|
5
|
|
$28.7M
|
+$2.25M
|
+64,488
|
+8%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$23.7M
|
+$603K
|
+17,271
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$22.6M
|
+$3.8M
|
+109,034
|
+20%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
-$1.41M
|
-40,303
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$2.1M
|
+60,197
|
+16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$2.14M
|
-61,269
|
-14%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.4M
|
+$304K
|
+8,710
|
+2%
|
|
|
12
|
IMPACTfolio
Denver,
Colorado
|
$10.2M
|
+$2.1M
|
+60,098
|
+25%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.94M
|
+$1.09M
|
+31,234
|
+14%
|
|
|
14
|
Bank of New York Mellon
New York
|
$7.48M
|
-$473K
|
-13,558
|
-6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.01M
|
+$90.9K
|
+2,604
|
+1%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$6.32M
|
-$865K
|
-24,799
|
-12%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.59M
|
-$841K
|
-24,113
|
-13%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$5.21M
|
-$92.7K
|
-2,657
|
-2%
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.75M
|
+$2.78M
|
+79,684
|
+134%
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
$4.18M
|
+$1.73M
|
+49,608
|
+68%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$4.11M
|
+$257K
|
+7,356
|
+6%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.06M
|
+$146K
|
+4,198
|
+4%
|
|
|
23
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$3.74M
|
+$67.6K
|
+1,937
|
+2%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$3.68M
|
+$3.75M
|
+107,524
|
New
|
|
|
25
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.67M
|
-$591K
|
-16,926
|
-14%
|
|
