|
1
|
TIAA FSB
Jacksonville,
Florida
|
$72.2M
|
+$559K
|
+10,751
|
+0.8%
|
|
|
2
|
Tiedemann Advisors
New York
|
$30.2M
|
+$1.67M
|
+32,044
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
+$237K
|
+4,564
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.64M
|
+$513K
|
+9,869
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.33M
|
+$114K
|
+2,185
|
+1%
|
|
|
6
|
Central Trust Company
Jefferson City,
Missouri
|
$8.19M
|
+$1.7M
|
+32,671
|
+28%
|
|
|
7
|
High Note Wealth
Deephaven,
Minnesota
|
$7.89M
|
-$40.8K
|
-784
|
-0.5%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$6.11M
|
+$3.99M
|
+76,728
|
+218%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.74M
|
+$1.23M
|
+23,647
|
+29%
|
|
|
10
|
Whittier Trust
South Pasadena,
California
|
$5.72M
|
+$38.4K
|
+738
|
+0.7%
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
$5.24M
|
-$29.1K
|
-560
|
-0.6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.09M
|
+$633K
|
+12,176
|
+15%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.55M
|
+$2.75M
|
+52,833
|
+174%
|
|
|
14
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.27M
|
+$32.7K
|
+628
|
+0.8%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.73M
|
+$911K
|
+17,517
|
+35%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.53M
|
+$374K
|
+7,185
|
+13%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.82M
|
+$150K
|
+2,893
|
+6%
|
|
|
18
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.73M
|
+$163K
|
+3,143
|
+7%
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$2.41M
|
-$126K
|
-2,420
|
-5%
|
|
|
20
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.29M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.21M
|
-$286K
|
-5,507
|
-12%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2.02M
|
+$50.8K
|
+976
|
+3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.91M
|
+$1.14K
|
+22
|
+0.1%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$1.77M
|
–
|
–
|
–
|
|
|
25
|
|
$1.65M
|
+$403K
|
+7,753
|
+35%
|
|
