|
1
|
TIAA FSB
Jacksonville,
Florida
|
$66.2M
|
+$3.13M
|
+72,591
|
+5%
|
|
|
2
|
Tiedemann Advisors
New York
|
$39.1M
|
+$16.2M
|
+376,283
|
+73%
|
|
|
3
|
Parcion Private Wealth
Bellevue,
Washington
|
$28.3M
|
-$5.6M
|
-129,803
|
-17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22M
|
+$13.5M
|
+313,233
|
+165%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$1.62M
|
+37,603
|
+16%
|
|
|
6
|
Money Design
Tokyo,
Japan
|
$7.08M
|
+$1.88M
|
+43,508
|
+37%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.02M
|
+$1.29M
|
+29,988
|
+23%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.88M
|
+$298K
|
+6,920
|
+5%
|
|
|
9
|
High Note Wealth
Deephaven,
Minnesota
|
$6.46M
|
-$8.2K
|
-190
|
-0.1%
|
|
|
10
|
|
$6.43M
|
+$3.09M
|
+71,584
|
+95%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$5.96M
|
+$201K
|
+4,665
|
+4%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$5.87M
|
-$3.52M
|
-81,642
|
-38%
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$4.81M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.22M
|
+$1.97M
|
+45,606
|
+90%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$4.03M
|
+$819K
|
+18,987
|
+26%
|
|
|
16
|
WrapManager Inc
Mill Valley,
California
|
$3.83M
|
+$490K
|
+11,353
|
+15%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$3.61M
|
+$104K
|
+2,421
|
+3%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.21M
|
+$402K
|
+9,320
|
+15%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.1M
|
+$146K
|
+3,385
|
+5%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.08M
|
-$447K
|
-10,365
|
-13%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.97M
|
+$65.8K
|
+1,526
|
+2%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.91M
|
+$168K
|
+3,887
|
+6%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.82M
|
+$477K
|
+11,061
|
+21%
|
|
|
24
|
Bank of New York Mellon
New York
|
$2.13M
|
+$1.77M
|
+41,087
|
+542%
|
|
|
25
|
Financial Network Wealth Management
Draper,
Utah
|
$1.99M
|
+$359K
|
+8,313
|
+22%
|
|
