|
1
|
Bank of America
Charlotte,
North Carolina
|
$247M
|
-$19.2M
|
-462,779
|
-7%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$59M
|
-$442K
|
-10,656
|
-0.7%
|
|
|
3
|
|
$48.8M
|
+$1.21M
|
+29,122
|
+2%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$48.7M
|
+$2.05M
|
+49,325
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38M
|
+$821K
|
+19,780
|
+2%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$30.5M
|
+$534K
|
+12,868
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$24.4M
|
-$1.85M
|
-44,696
|
-7%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$23.5M
|
+$1.48M
|
+35,597
|
+6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
-$1.16M
|
-27,930
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
-$452K
|
-10,899
|
-3%
|
|
|
11
|
Bank of New York Mellon
New York
|
$14M
|
+$2.88M
|
+69,459
|
+24%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$1.28M
|
+30,785
|
+11%
|
|
|
13
|
North Berkeley Wealth Management
Berkeley,
California
|
$10.1M
|
+$716K
|
+17,253
|
+7%
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$9.32M
|
+$192K
|
+4,629
|
+2%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$8.53M
|
+$631K
|
+15,207
|
+7%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$8.35M
|
+$822K
|
+19,801
|
+10%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.54M
|
+$795K
|
+19,164
|
+13%
|
|
|
18
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.52M
|
-$239K
|
-5,759
|
-3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.35M
|
-$282K
|
-6,796
|
-4%
|
|
|
20
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$5.47M
|
+$1.3M
|
+31,248
|
+28%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$5.31M
|
-$115K
|
-2,772
|
-2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.29M
|
-$104K
|
-2,506
|
-2%
|
|
|
23
|
DeDora Capital
Napa,
California
|
$5.05M
|
+$1.55M
|
+37,380
|
+40%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$4.61M
|
-$336K
|
-8,089
|
-6%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$4.53M
|
+$2.65M
|
+63,928
|
+118%
|
|
