|
1
|
Bank of America
Charlotte,
North Carolina
|
$266M
|
+$5.61M
|
+141,462
|
+2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$62M
|
-$960K
|
-24,212
|
-2%
|
|
|
3
|
|
$49.3M
|
-$4.4M
|
-110,875
|
-8%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$47.1M
|
+$563K
|
+14,203
|
+1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.9M
|
+$1.02M
|
+25,664
|
+3%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$29.8M
|
-$777K
|
-19,586
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.1M
|
+$691K
|
+17,418
|
+3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$19.7M
|
+$1.84M
|
+46,319
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$1.02M
|
-25,776
|
-5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$1.83M
|
+46,034
|
+11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$15.5M
|
+$1.47M
|
+37,093
|
+10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$311K
|
+7,848
|
+3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$9.84M
|
-$702K
|
-17,696
|
-7%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$9.21M
|
+$208K
|
+5,251
|
+2%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.66M
|
-$4.19M
|
-105,713
|
-35%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$7.61M
|
+$1.01M
|
+25,485
|
+15%
|
|
|
17
|
First Pacific Financial
Vancouver,
Washington
|
$6.85M
|
+$355K
|
+8,959
|
+5%
|
|
|
18
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.29M
|
+$1.33M
|
+33,654
|
+27%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.64M
|
-$86.6K
|
-2,185
|
-2%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$5.61M
|
+$63.5K
|
+1,601
|
+1%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.42M
|
+$197K
|
+4,958
|
+4%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$5.35M
|
+$198K
|
+4,993
|
+4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.54M
|
-$142K
|
-3,591
|
-3%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$4.41M
|
+$11.7K
|
+294
|
+0.3%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.41M
|
+$221K
|
+5,568
|
+5%
|
|
