|
1
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
+$4.56M
|
+123,590
|
+2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$65.7M
|
+$69.6M
|
+1,887,396
|
New
|
|
|
3
|
|
$45.4M
|
+$1.25M
|
+33,979
|
+3%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$39.4M
|
+$695K
|
+18,851
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.4M
|
+$4.48M
|
+121,344
|
+13%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$28.5M
|
+$1.34M
|
+36,342
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$1.3M
|
+35,371
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$877K
|
-23,769
|
-5%
|
|
|
9
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13.1M
|
+$13.9M
|
+375,831
|
New
|
|
|
10
|
IMPACTfolio
Denver,
Colorado
|
$11.8M
|
+$2.65M
|
+71,780
|
+27%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
-$5.67M
|
-153,810
|
-32%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$11.3M
|
+$2.19M
|
+59,428
|
+22%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$1.17M
|
-31,622
|
-9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$981K
|
-26,598
|
-8%
|
|
|
15
|
Bank of New York Mellon
New York
|
$10.3M
|
+$1.02M
|
+27,619
|
+10%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$8.74M
|
+$1.12M
|
+30,392
|
+14%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.62M
|
-$554K
|
-15,012
|
-6%
|
|
|
18
|
First Pacific Financial
Vancouver,
Washington
|
$5.37M
|
+$264K
|
+7,155
|
+5%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.16M
|
-$810K
|
-21,954
|
-13%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$4.97M
|
+$197K
|
+5,340
|
+4%
|
|
|
21
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.9M
|
+$54.2K
|
+1,469
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.44M
|
-$60.2K
|
-1,633
|
-1%
|
|
|
23
|
Eastern Bank
Boston,
Massachusetts
|
$4.36M
|
-$143K
|
-3,877
|
-3%
|
|
|
24
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.08M
|
+$4.21K
|
+114
|
+0.1%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.93M
|
+$282K
|
+7,643
|
+7%
|
|
