|
1
|
Bank of America
Charlotte,
North Carolina
|
$276M
|
+$54.6M
|
+1,392,066
|
+27%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$66.5M
|
+$932K
|
+23,772
|
+2%
|
|
|
3
|
|
$56.7M
|
+$1.55M
|
+39,560
|
+3%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$49.3M
|
+$341K
|
+8,701
|
+0.7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.9M
|
-$7.43M
|
-189,658
|
-17%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$32.3M
|
-$898K
|
-22,895
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.7M
|
-$745K
|
-19,007
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
+$1.71M
|
+43,583
|
+10%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$18.9M
|
+$2.2M
|
+56,213
|
+14%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$1.75M
|
+44,697
|
+12%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
-$455K
|
-11,608
|
-3%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.5M
|
-$844K
|
-21,534
|
-7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$755K
|
-19,270
|
-7%
|
|
|
14
|
Bank of New York Mellon
New York
|
$11.1M
|
-$853K
|
-21,761
|
-8%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$9.51M
|
-$518K
|
-13,205
|
-5%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$6.99M
|
+$4.32M
|
+110,270
|
+191%
|
|
|
17
|
First Pacific Financial
Vancouver,
Washington
|
$6.87M
|
+$251K
|
+6,401
|
+4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.06M
|
+$218K
|
+5,552
|
+4%
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$5.87M
|
-$59.9K
|
-1,527
|
-1%
|
|
|
20
|
Eastern Bank
Boston,
Massachusetts
|
$5.59M
|
+$302K
|
+7,711
|
+6%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.52M
|
+$105K
|
+2,681
|
+2%
|
|
|
22
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.25M
|
-$125K
|
-3,198
|
-2%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$5.18M
|
+$326K
|
+8,325
|
+7%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.95M
|
-$715K
|
-18,227
|
-13%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.88M
|
+$184K
|
+4,688
|
+4%
|
|
