|
1
|
TIAA FSB
Jacksonville,
Florida
|
$51.7M
|
+$4.81M
|
+115,059
|
+10%
|
|
|
2
|
Tiedemann Advisors
New York
|
$18.7M
|
+$1.45M
|
+34,724
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.64M
|
+$1.57M
|
+37,437
|
+31%
|
|
|
4
|
WrapManager Inc
Mill Valley,
California
|
$4.69M
|
+$511K
|
+12,231
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.07M
|
+$124K
|
+2,973
|
+3%
|
|
|
6
|
Whittier Trust
South Pasadena,
California
|
$3.71M
|
+$128K
|
+3,070
|
+4%
|
|
|
7
|
Central Trust Company
Jefferson City,
Missouri
|
$3.38M
|
+$133K
|
+3,176
|
+4%
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.26M
|
-$123K
|
-2,946
|
-4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$2.91M
|
+$50K
|
+1,197
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.87M
|
+$145K
|
+3,474
|
+5%
|
|
|
11
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.81M
|
-$56.8K
|
-1,359
|
-2%
|
|
|
12
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.16M
|
–
|
–
|
–
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.15M
|
–
|
–
|
–
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$1.83M
|
+$1.4M
|
+33,412
|
+333%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.69M
|
+$800K
|
+19,135
|
+92%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.3M
|
-$740K
|
-17,698
|
-36%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.3M
|
+$55.1K
|
+1,317
|
+4%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$1.22M
|
+$864K
|
+20,656
|
+250%
|
|
|
19
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.08M
|
+$116K
|
+2,770
|
+12%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$997K
|
+$112K
|
+2,673
|
+13%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$772K
|
-$42
|
-1
|
-0%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$667K
|
+$72.8K
|
+1,742
|
+12%
|
|
|
23
|
Paracle Advisors
Mercer Island,
Washington
|
$515K
|
–
|
–
|
–
|
|
|
24
|
Harborview Advisors
Portland,
Maine
|
$480K
|
+$11.3K
|
+270
|
+2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$380K
|
+$18.1K
|
+434
|
+5%
|
|
