|
1
|
TIAA FSB
Jacksonville,
Florida
|
$74M
|
+$2.18M
|
+38,986
|
+3%
|
|
|
2
|
Tiedemann Advisors
New York
|
$26.6M
|
-$3.49M
|
-62,378
|
-11%
|
|
|
3
|
Central Trust Company
Jefferson City,
Missouri
|
$11.2M
|
+$3.11M
|
+55,507
|
+37%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11M
|
+$2.51M
|
+44,923
|
+28%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.96M
|
-$628K
|
-11,225
|
-6%
|
|
|
6
|
Parcion Private Wealth
Bellevue,
Washington
|
$9.65M
|
+$3.31M
|
+59,122
|
+53%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.16M
|
+$893K
|
+15,962
|
+10%
|
|
|
8
|
High Note Wealth
Deephaven,
Minnesota
|
$7.96M
|
+$119K
|
+2,125
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$6.74M
|
+$1.05M
|
+18,830
|
+18%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.92M
|
+$872K
|
+15,571
|
+17%
|
|
|
11
|
Whittier Trust
South Pasadena,
California
|
$5.84M
|
+$153K
|
+2,725
|
+3%
|
|
|
12
|
WrapManager Inc
Mill Valley,
California
|
$4.22M
|
-$1.02M
|
-18,203
|
-19%
|
|
|
13
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.22M
|
-$27.3K
|
-488
|
-0.6%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$3.91M
|
+$4.02M
|
+71,857
|
New
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.12M
|
-$611K
|
-10,920
|
-16%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.09M
|
-$428K
|
-7,649
|
-12%
|
|
|
17
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$3.04M
|
+$336K
|
+6,000
|
+12%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$3.01M
|
+$1.68M
|
+30,074
|
+119%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.92M
|
+$124K
|
+2,213
|
+4%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.82M
|
-$1.75M
|
-31,295
|
-38%
|
|
|
21
|
|
$2.44M
|
+$822K
|
+14,680
|
+49%
|
|
|
22
|
Wedbush Securities
Los Angeles,
California
|
$2.42M
|
+$20.9K
|
+373
|
+0.8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.39M
|
+$198K
|
+3,535
|
+9%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.34M
|
+$454K
|
+8,106
|
+23%
|
|
|
25
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.28M
|
–
|
–
|
–
|
|
