|
1
|
TIAA FSB
Jacksonville,
Florida
|
$55.8M
|
+$4.32M
|
+114,681
|
+8%
|
|
|
2
|
Tiedemann Advisors
New York
|
$32.7M
|
+$2.26M
|
+59,825
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
+$2.72M
|
+72,148
|
+14%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$17.6M
|
-$6.3M
|
-166,946
|
-26%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.85M
|
-$1.42M
|
-37,658
|
-14%
|
|
|
6
|
|
$6.43M
|
+$1.53M
|
+40,593
|
+28%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$6.25M
|
+$1.74M
|
+46,019
|
+34%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.17M
|
+$736K
|
+19,525
|
+12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.4M
|
+$9.35K
|
+248
|
+0.2%
|
|
|
10
|
High Note Wealth
Deephaven,
Minnesota
|
$5.05M
|
-$11.2K
|
-297
|
-0.2%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$3.48M
|
-$1.23M
|
-32,534
|
-24%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$3.46M
|
-$342K
|
-9,081
|
-8%
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
$3.11M
|
+$122K
|
+3,236
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.07M
|
-$99.7K
|
-2,644
|
-3%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$2.84M
|
+$12.3K
|
+327
|
+0.4%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.83M
|
+$349K
|
+9,259
|
+13%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.7M
|
-$663K
|
-17,589
|
-18%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.55M
|
+$1.23M
|
+32,689
|
+79%
|
|
|
19
|
Bank of New York Mellon
New York
|
$2.5M
|
+$910K
|
+24,137
|
+50%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.45M
|
+$43.7K
|
+1,158
|
+2%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.33M
|
–
|
–
|
–
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.31M
|
+$27.2K
|
+721
|
+1%
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
$2.31M
|
+$822K
|
+21,807
|
+48%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
-$192K
|
-5,102
|
-7%
|
|
|
25
|
Money Design
Tokyo,
Japan
|
$1.82M
|
-$4.1M
|
-108,628
|
-67%
|
|
