|
1
|
Bank of America
Charlotte,
North Carolina
|
$294M
|
+$3.37M
|
+81,643
|
+1%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$68.1M
|
+$624K
|
+15,135
|
+1%
|
|
|
3
|
|
$54M
|
+$290K
|
+7,041
|
+0.6%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$50.7M
|
-$635K
|
-15,401
|
-1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.2M
|
+$92.5K
|
+2,244
|
+0.2%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$33.5M
|
+$991K
|
+24,025
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$1M
|
+24,314
|
+4%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$23.6M
|
+$2.3M
|
+55,876
|
+11%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.8M
|
+$2.19M
|
+53,105
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
-$725K
|
-17,592
|
-4%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$14.1M
|
+$5.63M
|
+136,457
|
+71%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$381K
|
-9,249
|
-3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$10.6M
|
-$94.9K
|
-2,301
|
-0.9%
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$9.41M
|
+$1.87M
|
+45,408
|
+26%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$8.67M
|
-$1.3M
|
-31,540
|
-13%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$7.59M
|
-$8.94M
|
-216,777
|
-55%
|
|
|
17
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.1M
|
+$247K
|
+5,986
|
+4%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$6.5M
|
-$1.77M
|
-42,881
|
-22%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.18M
|
+$33.1K
|
+803
|
+0.6%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$6.14M
|
+$24.4K
|
+591
|
+0.4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.98M
|
+$81.2K
|
+1,970
|
+1%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$5.64M
|
+$86.3K
|
+2,094
|
+2%
|
|
|
23
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$5.09M
|
+$339K
|
+8,220
|
+2,322%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.93M
|
+$130K
|
+3,150
|
+3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.83M
|
-$113K
|
-2,730
|
-2%
|
|
