|
1
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
+$5.15M
|
+145,668
|
+3%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$84M
|
-$1.83M
|
-51,768
|
-2%
|
|
|
3
|
|
$47M
|
+$15.3M
|
+433,768
|
+52%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$41.2M
|
+$4.33M
|
+122,525
|
+12%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.3M
|
+$631K
|
+17,870
|
+2%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$28.9M
|
+$1.59M
|
+44,901
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$19M
|
+$2.62M
|
+74,128
|
+17%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$807K
|
+22,836
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$17.8M
|
+$2.15M
|
+60,959
|
+14%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$1.67M
|
+47,399
|
+16%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
-$1.14M
|
-32,351
|
-9%
|
|
|
12
|
Bank of New York Mellon
New York
|
$9.95M
|
+$1.44M
|
+40,876
|
+18%
|
|
|
13
|
IMPACTfolio
Denver,
Colorado
|
$9.88M
|
-$1.73M
|
-48,958
|
-15%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$9.78M
|
+$1.75M
|
+49,662
|
+23%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.65M
|
-$79.9K
|
-2,260
|
-1%
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$8.18M
|
+$3.05M
|
+86,296
|
+64%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$8.17M
|
+$83.1K
|
+2,351
|
+1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.29M
|
+$655K
|
+18,537
|
+12%
|
|
|
19
|
First Pacific Financial
Vancouver,
Washington
|
$5.44M
|
+$254K
|
+7,176
|
+5%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$5.08M
|
+$432K
|
+12,224
|
+10%
|
|
|
21
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.81M
|
+$516K
|
+14,614
|
+13%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.78M
|
+$47.5K
|
+1,343
|
+1%
|
|
|
23
|
Eastern Bank
Boston,
Massachusetts
|
$4.77M
|
-$44.3K
|
-1,255
|
-1%
|
|
|
24
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$4.46M
|
-$10.3K
|
-292
|
-0.2%
|
|
|
25
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.33M
|
+$377K
|
+10,672
|
+10%
|
|
