|
1
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
-$5.23M
|
-117,311
|
-2%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$66.1M
|
+$13.2M
|
+295,128
|
+25%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$62.8M
|
+$2.67M
|
+59,834
|
+4%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$61.7M
|
-$5.02M
|
-112,666
|
-8%
|
|
|
5
|
|
$47.7M
|
-$2.49M
|
-55,949
|
-5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.2M
|
+$1.81M
|
+40,614
|
+4%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$36.5M
|
+$991K
|
+22,234
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$26.7M
|
-$1.19M
|
-26,613
|
-4%
|
|
|
9
|
Boston Common Asset Management
Boston,
Massachusetts
|
$19.9M
|
+$19.8M
|
+444,826
|
New
|
|
|
10
|
Bank of New York Mellon
New York
|
$15.7M
|
-$172K
|
-3,864
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
-$171K
|
-3,826
|
-1%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$12.8M
|
-$28.3K
|
-634
|
-0.2%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$11.8M
|
+$440K
|
+9,868
|
+4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$11.6M
|
+$11M
|
+247,421
|
+2,050%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$11.5M
|
-$74.7K
|
-1,675
|
-0.6%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$10.5M
|
+$588K
|
+13,179
|
+6%
|
|
|
17
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$9.9M
|
+$7.96M
|
+178,623
|
+415%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$9.57M
|
+$141K
|
+3,159
|
+1%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.3M
|
+$542K
|
+12,146
|
+6%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$8.86M
|
+$367K
|
+8,222
|
+4%
|
|
|
21
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.6M
|
-$290K
|
-6,505
|
-3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$7.29M
|
+$1.02M
|
+22,825
|
+16%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$6.8M
|
+$191K
|
+4,292
|
+3%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$6.1M
|
-$49.7K
|
-1,114
|
-0.8%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$6.09M
|
-$106K
|
-2,384
|
-2%
|
|
