|
1
|
TIAA FSB
Jacksonville,
Florida
|
$5582万
|
+$432万
|
+114,681
|
+8%
|
|
|
2
|
Tiedemann Advisors
New York
|
$3266万
|
+$226万
|
+59,825
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1974万
|
+$272万
|
+72,148
|
+14%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$1759万
|
-$630万
|
-166,946
|
-26%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$785万
|
-$142万
|
-37,658
|
-14%
|
|
|
6
|
|
$643万
|
+$153万
|
+40,593
|
+28%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$625万
|
+$174万
|
+46,019
|
+34%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$617万
|
+$73.6万
|
+19,525
|
+12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$540万
|
+$9,352
|
+248
|
+0.2%
|
|
|
10
|
High Note Wealth
Deephaven,
Minnesota
|
$505万
|
-$1.12万
|
-297
|
-0.2%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$348万
|
-$123万
|
-32,534
|
-24%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$346万
|
-$34.2万
|
-9,081
|
-8%
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
$311万
|
+$12.2万
|
+3,236
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$307万
|
-$10万
|
-2,644
|
-3%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$284万
|
+$1.23万
|
+327
|
+0.4%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$283万
|
+$34.9万
|
+9,259
|
+13%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$270万
|
-$66.3万
|
-17,589
|
-18%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$255万
|
+$123万
|
+32,689
|
+79%
|
|
|
19
|
Bank of New York Mellon
New York
|
$250万
|
+$91万
|
+24,137
|
+50%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$245万
|
+$4.37万
|
+1,158
|
+2%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$233万
|
–
|
–
|
–
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$231万
|
+$2.72万
|
+721
|
+1%
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
$230万
|
+$82.2万
|
+21,807
|
+48%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$225万
|
-$19.2万
|
-5,102
|
-7%
|
|
|
25
|
Money Design
Tokyo,
Japan
|
$182万
|
-$410万
|
-108,628
|
-67%
|
|
