|
1
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
-$16.4M
|
-465,655
|
-8%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$61.6M
|
-$11M
|
-311,988
|
-17%
|
|
|
3
|
|
$51.8M
|
+$715K
|
+20,338
|
+2%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$46M
|
+$1.54M
|
+43,749
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43M
|
+$900K
|
+25,577
|
+2%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$31.3M
|
-$652K
|
-18,530
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.1M
|
+$1.94M
|
+55,083
|
+10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
-$1.31M
|
-37,383
|
-8%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$15.6M
|
+$2.62M
|
+74,563
|
+23%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$1.42M
|
+40,269
|
+12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
+$1.6M
|
+45,600
|
+14%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.6M
|
-$1.9M
|
-53,946
|
-14%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
-$545K
|
-15,484
|
-5%
|
|
|
14
|
IMPACTfolio
Denver,
Colorado
|
$11.4M
|
-$1.66M
|
-47,275
|
-14%
|
|
|
15
|
Bank of New York Mellon
New York
|
$11.3M
|
-$252K
|
-7,167
|
-2%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$9.46M
|
-$323K
|
-9,181
|
-4%
|
|
|
17
|
First Pacific Financial
Vancouver,
Washington
|
$6.21M
|
+$168K
|
+4,787
|
+3%
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$5.58M
|
-$7.98K
|
-227
|
-0.2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.48M
|
-$2.77M
|
-78,727
|
-36%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.37M
|
-$388K
|
-11,021
|
-7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.09M
|
+$90.7K
|
+2,578
|
+2%
|
|
|
22
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.06M
|
-$86.4K
|
-2,456
|
-2%
|
|
|
23
|
Eastern Bank
Boston,
Massachusetts
|
$4.95M
|
+$53K
|
+1,506
|
+1%
|
|
|
24
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.57M
|
-$9.78K
|
-278
|
-0.2%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$4.54M
|
+$214K
|
+6,087
|
+6%
|
|
