|
1
|
Bank of America
Charlotte,
North Carolina
|
$290M
|
+$2.89M
|
+66,248
|
+1%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$64.9M
|
-$1.82M
|
-41,648
|
-3%
|
|
|
3
|
|
$52.1M
|
-$763K
|
-17,486
|
-1%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$51.1M
|
+$1.61M
|
+36,984
|
+3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.7M
|
+$1.4M
|
+32,175
|
+3%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$32.7M
|
-$3.01K
|
-69
|
-0%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$3.04M
|
+69,536
|
+11%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$24.2M
|
+$887K
|
+20,320
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
+$945K
|
+21,637
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
-$1.74M
|
-39,830
|
-9%
|
|
|
11
|
Bank of New York Mellon
New York
|
$12.3M
|
+$2.04M
|
+46,659
|
+19%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$200K
|
+4,587
|
+2%
|
|
|
13
|
North Berkeley Wealth Management
Berkeley,
California
|
$10.3M
|
+$10.8M
|
+246,334
|
New
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$9.99M
|
+$820K
|
+18,777
|
+9%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$8.68M
|
-$5.36M
|
-122,686
|
-37%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$8.3M
|
-$191K
|
-4,378
|
-2%
|
|
|
17
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.36M
|
+$434K
|
+9,935
|
+6%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$7.21M
|
-$214K
|
-4,893
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.34M
|
+$312K
|
+7,146
|
+5%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$5.92M
|
-$84.7K
|
-1,941
|
-1%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.88M
|
+$30K
|
+687
|
+0.5%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$5.76M
|
+$29.8K
|
+683
|
+0.5%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.29M
|
+$246K
|
+5,641
|
+5%
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.94M
|
-$1.48M
|
-33,867
|
-22%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$4.66M
|
+$4.86M
|
+111,368
|
New
|
|
