|
1
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
-$107M
|
-2,285,560
|
-37%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$77.6M
|
+$11.3M
|
+241,758
|
+16%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$64.6M
|
+$1.34M
|
+28,654
|
+2%
|
|
|
4
|
TIAA-CREF Individual & Institutional Services
New York
|
$56.5M
|
+$58.6M
|
+1,253,960
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.5M
|
+$921K
|
+19,721
|
+2%
|
|
|
6
|
|
$47.1M
|
-$1.07M
|
-22,843
|
-2%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$37.4M
|
+$574K
|
+12,283
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$36.9M
|
+$10.3M
|
+221,036
|
+37%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$33.5M
|
+$18.9M
|
+405,052
|
+120%
|
|
|
10
|
Boston Common Asset Management
Boston,
Massachusetts
|
$19.1M
|
-$936K
|
-20,044
|
-5%
|
|
|
11
|
Bank of New York Mellon
New York
|
$16.2M
|
+$402K
|
+8,608
|
+2%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$13.2M
|
+$380K
|
+8,147
|
+3%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$11.9M
|
-$16.6K
|
-355
|
-0.1%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$11.8M
|
+$278K
|
+5,946
|
+2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$11.8M
|
+$109K
|
+2,327
|
+0.9%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
+$1.22M
|
+26,162
|
+11%
|
|
|
17
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10M
|
+$18.1K
|
+387
|
+0.2%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$9.92M
|
+$1.01M
|
+21,712
|
+11%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.56M
|
+$179K
|
+3,829
|
+2%
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.18M
|
-$518K
|
-11,084
|
-6%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$7.56M
|
+$210K
|
+4,495
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$6.73M
|
-$137K
|
-2,931
|
-2%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$6.14M
|
-$16.8K
|
-359
|
-0.3%
|
|
|
24
|
Colorado Capital Management
Boulder,
Colorado
|
$6.07M
|
+$188K
|
+4,034
|
+3%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$6.05M
|
+$81.5K
|
+1,746
|
+1%
|
|
