|
1
|
TIAA FSB
Jacksonville,
Florida
|
US$ 55,8 mi
|
+US$ 4,32 mi
|
+114.681
|
+8%
|
|
|
2
|
Tiedemann Advisors
New York
|
US$ 32,7 mi
|
+US$ 2,26 mi
|
+59.825
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$ 19,7 mi
|
+US$ 2,72 mi
|
+72.148
|
+14%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
US$ 17,6 mi
|
-US$ 6,3 mi
|
-166.946
|
-26%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$ 7,85 mi
|
-US$ 1,42 mi
|
-37.658
|
-14%
|
|
|
6
|
|
US$ 6,43 mi
|
+US$ 1,53 mi
|
+40.593
|
+28%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
US$ 6,25 mi
|
+US$ 1,74 mi
|
+46.019
|
+34%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 6,17 mi
|
+US$ 736 mil
|
+19.525
|
+12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$ 5,4 mi
|
+US$ 9,35 mil
|
+248
|
+0,2%
|
|
|
10
|
High Note Wealth
Deephaven,
Minnesota
|
US$ 5,05 mi
|
-US$ 11,2 mil
|
-297
|
-0,2%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
US$ 3,48 mi
|
-US$ 1,23 mi
|
-32.534
|
-24%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
US$ 3,46 mi
|
-US$ 342 mil
|
-9.081
|
-8%
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
US$ 3,11 mi
|
+US$ 122 mil
|
+3.236
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
US$ 3,07 mi
|
-US$ 100 mil
|
-2.644
|
-3%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
US$ 2,84 mi
|
+US$ 12,3 mil
|
+327
|
+0,4%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
US$ 2,83 mi
|
+US$ 349 mil
|
+9.259
|
+13%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 2,7 mi
|
-US$ 663 mil
|
-17.589
|
-18%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$ 2,55 mi
|
+US$ 1,23 mi
|
+32.689
|
+79%
|
|
|
19
|
Bank of New York Mellon
New York
|
US$ 2,5 mi
|
+US$ 910 mil
|
+24.137
|
+50%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$ 2,45 mi
|
+US$ 43,7 mil
|
+1.158
|
+2%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
US$ 2,33 mi
|
–
|
–
|
–
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$ 2,31 mi
|
+US$ 27,2 mil
|
+721
|
+1%
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
US$ 2,3 mi
|
+US$ 822 mil
|
+21.807
|
+48%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$ 2,25 mi
|
-US$ 192 mil
|
-5.102
|
-7%
|
|
|
25
|
Money Design
Tokyo,
Japan
|
US$ 1,82 mi
|
-US$ 4,1 mi
|
-108.628
|
-67%
|
|
