|
1
|
TIAA FSB
Jacksonville,
Florida
|
$24M
|
+$15.5M
|
+457,028
|
+126%
|
|
|
2
|
Tiedemann Advisors
New York
|
$5.92M
|
+$6.87M
|
+202,180
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.52M
|
+$586K
|
+17,267
|
+25%
|
|
|
4
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.16M
|
-$419K
|
-12,343
|
-14%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.98M
|
-$1.36M
|
-39,922
|
-37%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.92M
|
+$332K
|
+9,768
|
+17%
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$1.73M
|
+$670K
|
+19,717
|
+50%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.64M
|
+$712K
|
+20,955
|
+60%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$207K
|
+6,106
|
+13%
|
|
|
10
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.51M
|
+$80.4K
|
+2,368
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$934K
|
+$202K
|
+5,950
|
+23%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$725K
|
+$431K
|
+12,675
|
+105%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$686K
|
-$476
|
-14
|
-0.1%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$670K
|
+$106K
|
+3,109
|
+16%
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$599K
|
+$695K
|
+20,466
|
New
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$509K
|
+$32.6K
|
+960
|
+6%
|
|
|
17
|
Arkos Global Advisors
Houston,
Texas
|
$476K
|
-$4.04K
|
-119
|
-0.7%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$455K
|
-$120K
|
-3,544
|
-19%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$429K
|
+$596K
|
+17,546
|
New
|
|
|
20
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$404K
|
+$469K
|
+13,794
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$375K
|
-$796K
|
-23,437
|
-65%
|
|
|
22
|
Paracle Advisors
Mercer Island,
Washington
|
$322K
|
+$374K
|
+11,021
|
New
|
|
|
23
|
Harborview Advisors
Portland,
Maine
|
$250K
|
-$21K
|
-617
|
-7%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$204K
|
+$611
|
+18
|
+0.3%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$166K
|
+$152K
|
+4,487
|
+379%
|
|
