|
1
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$24.7M
|
+679,218
|
+14%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$82.2M
|
-$1.67M
|
-45,849
|
-2%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$34.4M
|
+$3.48M
|
+95,759
|
+11%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.1M
|
-$2.2M
|
-60,483
|
-6%
|
|
|
5
|
|
$29.6M
|
-$160K
|
-4,410
|
-0.5%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$26.1M
|
+$1.57M
|
+43,200
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$16.9M
|
+$1.86M
|
+51,098
|
+12%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
-$2.43M
|
-66,682
|
-13%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
-$8.77M
|
-240,992
|
-36%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.1M
|
+$48.8K
|
+1,342
|
+0.4%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13M
|
+$207K
|
+5,697
|
+2%
|
|
|
12
|
IMPACTfolio
Denver,
Colorado
|
$11.2M
|
+$610K
|
+16,776
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$1.55M
|
+42,500
|
+16%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.36M
|
+$1.13M
|
+31,031
|
+15%
|
|
|
15
|
Bank of New York Mellon
New York
|
$8.08M
|
+$340K
|
+9,342
|
+4%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$7.73M
|
+$1.22M
|
+33,632
|
+18%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$7.6M
|
+$4.66M
|
+127,973
|
+148%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.37M
|
-$437K
|
-12,009
|
-7%
|
|
|
19
|
First Pacific Financial
Vancouver,
Washington
|
$4.95M
|
+$633K
|
+17,390
|
+14%
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.78M
|
-$151K
|
-4,152
|
-3%
|
|
|
21
|
Eastern Bank
Boston,
Massachusetts
|
$4.61M
|
-$813K
|
-22,354
|
-15%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.53M
|
+$327K
|
+8,995
|
+8%
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$4.43M
|
+$169K
|
+4,652
|
+4%
|
|
|
24
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$4.28M
|
+$417K
|
+11,464
|
+10%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.1M
|
+$453K
|
+12,459
|
+12%
|
|
