|
1
|
TIAA FSB
Jacksonville,
Florida
|
$65.6M
|
+$1.95M
|
+38,778
|
+3%
|
|
|
2
|
Tiedemann Advisors
New York
|
$26M
|
+$2.93M
|
+58,239
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.5M
|
+$1.42M
|
+28,202
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.52M
|
+$122K
|
+2,437
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.42M
|
+$3.83M
|
+76,245
|
+106%
|
|
|
6
|
High Note Wealth
Deephaven,
Minnesota
|
$7.26M
|
+$55.5K
|
+1,105
|
+0.8%
|
|
|
7
|
Central Trust Company
Jefferson City,
Missouri
|
$5.86M
|
+$752K
|
+14,966
|
+15%
|
|
|
8
|
Whittier Trust
South Pasadena,
California
|
$5.2M
|
+$618K
|
+12,295
|
+13%
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$4.83M
|
-$666K
|
-13,253
|
-12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.08M
|
+$4.09M
|
+81,402
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.06M
|
+$737K
|
+14,676
|
+22%
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.88M
|
+$104K
|
+2,070
|
+3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$3.45M
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.87M
|
+$1.36M
|
+27,100
|
+90%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.54M
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.47M
|
+$2.48M
|
+49,323
|
New
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.44M
|
+$485K
|
+9,661
|
+25%
|
|
|
18
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.34M
|
+$2.35M
|
+46,791
|
New
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$2.33M
|
+$410K
|
+8,168
|
+21%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3M
|
+$177K
|
+3,519
|
+8%
|
|
|
21
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.1M
|
–
|
–
|
–
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.8M
|
+$102K
|
+2,036
|
+6%
|
|
|
23
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.76M
|
+$1.44M
|
+28,574
|
+436%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$1.75M
|
+$233K
|
+4,635
|
+15%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$1.62M
|
+$1.19M
|
+23,599
|
+268%
|
|
