|
1
|
Bank of America
Charlotte,
North Carolina
|
$277M
|
+$915K
|
+21,507
|
+0.3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$65.9M
|
+$1.18M
|
+27,673
|
+2%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$59.4M
|
+$2.29M
|
+53,965
|
+4%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$52.2M
|
+$21.5M
|
+505,039
|
+74%
|
|
|
5
|
|
$49.6M
|
-$2.9M
|
-68,095
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.9M
|
-$772K
|
-18,153
|
-2%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$35.1M
|
-$222K
|
-5,222
|
-0.7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$27.6M
|
-$1M
|
-23,542
|
-4%
|
|
|
9
|
Bank of New York Mellon
New York
|
$15.7M
|
+$4.8K
|
+113
|
+0%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
-$3.5M
|
-82,356
|
-19%
|
|
|
11
|
North Berkeley Wealth Management
Berkeley,
California
|
$12.6M
|
-$169K
|
-3,976
|
-1%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$11.4M
|
+$1.23M
|
+28,941
|
+13%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$11.3M
|
+$283K
|
+6,644
|
+3%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$9.75M
|
-$372K
|
-8,744
|
-4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$9.31M
|
+$1.46M
|
+34,402
|
+19%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.79M
|
+$3.91M
|
+91,871
|
+86%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.65M
|
-$1.82M
|
-42,850
|
-18%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$8.39M
|
-$40.4K
|
-951
|
-0.5%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.52M
|
-$587K
|
-13,803
|
-9%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$6.19M
|
+$56.5K
|
+1,329
|
+1%
|
|
|
21
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$6.12M
|
+$168K
|
+3,956
|
+3%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$6.07M
|
+$437K
|
+10,283
|
+8%
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$5.87M
|
-$218K
|
-5,129
|
-4%
|
|
|
24
|
DeDora Capital
Napa,
California
|
$5.8M
|
+$5.02K
|
+118
|
+0.1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.62M
|
-$120K
|
-2,811
|
-2%
|
|
