|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$26.5M
|
+$26.9M
|
+717,036
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$1.68M
|
+44,588
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
+$1.99M
|
+53,091
|
+15%
|
|
|
4
|
|
$13.3M
|
+$380K
|
+10,119
|
+3%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.2M
|
-$64.7K
|
-1,723
|
-0.6%
|
|
|
6
|
Pictet Asset Management
Carouge,
Switzerland
|
$9.8M
|
-$3.25M
|
-86,521
|
-25%
|
|
|
7
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$6.84M
|
-$23K
|
-612
|
-0.3%
|
|
|
8
|
Friedenthal Financial
Marlton,
New Jersey
|
$5.05M
|
-$564
|
-15
|
-0%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.96M
|
+$3.98M
|
+105,846
|
+370%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.3M
|
+$22.5K
|
+598
|
+0.5%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$3.9M
|
+$3.97M
|
+105,643
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.56M
|
+$897K
|
+23,873
|
+33%
|
|
|
13
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.87M
|
+$2.92M
|
+77,731
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$467K
|
+12,425
|
+22%
|
|
|
15
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.16M
|
-$61.2K
|
-1,629
|
-3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.51M
|
+$599K
|
+15,938
|
+64%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$1.3M
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
+$1.22M
|
+32,460
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$993K
|
-$66.5K
|
-1,769
|
-6%
|
|
|
20
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$707K
|
+$64.6K
|
+1,719
|
+10%
|
|
|
21
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$652K
|
-$23.9M
|
-635,506
|
-97%
|
|
|
22
|
Wharton Business Group
Malvern,
Pennsylvania
|
$602K
|
-$46K
|
-1,225
|
-7%
|
|
|
23
|
Park Avenue Securities
New York
|
$501K
|
+$17.4K
|
+462
|
+4%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$396K
|
-$46.4K
|
-1,234
|
-10%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$369K
|
-$22.6K
|
-602
|
-6%
|
|
