|
1
|
TIAA FSB
Jacksonville,
Florida
|
$70.7M
|
+$4.32M
|
+78,117
|
+6%
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$34.4M
|
+$33.4M
|
+603,799
|
+353%
|
|
|
3
|
Tiedemann Advisors
New York
|
$25.3M
|
+$1.43M
|
+25,953
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$1.42M
|
+25,690
|
+13%
|
|
|
5
|
Central Trust Company
Jefferson City,
Missouri
|
$10.6M
|
+$574K
|
+10,387
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.33M
|
+$366K
|
+6,624
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.39M
|
-$1.01M
|
-18,210
|
-11%
|
|
|
8
|
High Note Wealth
Deephaven,
Minnesota
|
$7.26M
|
+$67.4K
|
+1,219
|
+0.8%
|
|
|
9
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.91M
|
+$7.76M
|
+140,426
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$6.46M
|
+$413K
|
+7,463
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.41M
|
+$1.18M
|
+21,437
|
+20%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$5.84M
|
+$6.53M
|
+118,177
|
New
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$5.4M
|
+$139K
|
+2,518
|
+2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.96M
|
+$1.59M
|
+28,715
|
+55%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$3.93M
|
+$443K
|
+8,021
|
+11%
|
|
|
16
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.74M
|
-$88K
|
-1,592
|
-2%
|
|
|
17
|
WrapManager Inc
Mill Valley,
California
|
$3.74M
|
-$96.4K
|
-1,744
|
-2%
|
|
|
18
|
|
$3.69M
|
+$1.67M
|
+30,258
|
+68%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$3.59M
|
+$1.65M
|
+29,899
|
+69%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.31M
|
+$578K
|
+10,459
|
+18%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.26M
|
+$491K
|
+8,875
|
+15%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.14M
|
+$3.53M
|
+63,899
|
New
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.08M
|
+$485K
|
+8,782
|
+16%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.63M
|
+$2.49M
|
+45,020
|
+539%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.5M
|
+$371K
|
+6,704
|
+15%
|
|
