|
1
|
Bank of America
Charlotte,
North Carolina
|
$255M
|
-$7.57M
|
-196,338
|
-3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$59.8M
|
-$2.71M
|
-70,204
|
-5%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$52.6M
|
+$869K
|
+22,548
|
+2%
|
|
|
4
|
|
$48.6M
|
-$3.04M
|
-78,949
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.3M
|
+$848K
|
+21,996
|
+2%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$32.6M
|
+$274K
|
+7,116
|
+0.9%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$27.7M
|
+$2.57M
|
+66,754
|
+11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$26.4M
|
+$445K
|
+11,559
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
+$1.03M
|
+26,844
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
+$893K
|
+23,182
|
+6%
|
|
|
11
|
Bank of New York Mellon
New York
|
$14.5M
|
-$339K
|
-8,799
|
-2%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$11.8M
|
+$1.03M
|
+26,727
|
+10%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$10.1M
|
+$225K
|
+5,825
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$9.73M
|
-$2.7M
|
-70,139
|
-23%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$9.36M
|
+$461K
|
+11,972
|
+5%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$9.34M
|
+$258K
|
+6,703
|
+3%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$7.79M
|
+$2.82M
|
+73,137
|
+62%
|
|
|
18
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.52M
|
+$562K
|
+14,571
|
+9%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$7.2M
|
+$3.53M
|
+91,599
|
+108%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.6M
|
-$140K
|
-3,624
|
-2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.67M
|
+$47.4K
|
+1,231
|
+0.9%
|
|
|
22
|
Colorado Capital Management
Boulder,
Colorado
|
$5.63M
|
-$8.32K
|
-216
|
-0.2%
|
|
|
23
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$5.49M
|
-$304K
|
-7,877
|
-6%
|
|
|
24
|
DeDora Capital
Napa,
California
|
$5.36M
|
-$5.93K
|
-154
|
-0.1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.31M
|
-$1.55M
|
-40,310
|
-24%
|
|
