|
1
|
TIAA FSB
Jacksonville,
Florida
|
$60.3M
|
+$723K
|
+20,775
|
+1%
|
|
|
2
|
Tiedemann Advisors
New York
|
$35.6M
|
+$6.1M
|
+175,260
|
+21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
+$334K
|
+9,605
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$12M
|
+344,327
|
+370%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$1.31M
|
+37,623
|
+15%
|
|
|
6
|
|
$9.45M
|
+$2.48M
|
+71,323
|
+36%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.35M
|
+$1.82M
|
+52,420
|
+28%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.34M
|
+$774K
|
+22,245
|
+14%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.73M
|
+$2.32M
|
+66,690
|
+69%
|
|
|
10
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$5.68M
|
+$1.95M
|
+56,051
|
+53%
|
|
|
11
|
High Note Wealth
Deephaven,
Minnesota
|
$4.85M
|
-$218K
|
-6,275
|
-4%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$3.87M
|
+$313K
|
+8,987
|
+9%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.33M
|
+$160K
|
+4,602
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.23M
|
+$535K
|
+15,386
|
+20%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
-$1.34M
|
-38,495
|
-30%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$2.91M
|
–
|
–
|
–
|
|
|
17
|
WrapManager Inc
Mill Valley,
California
|
$2.79M
|
-$601K
|
-17,265
|
-18%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.74M
|
-$3.27K
|
-94
|
-0.1%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.73M
|
+$156K
|
+4,495
|
+6%
|
|
|
20
|
Bank of New York Mellon
New York
|
$2.5M
|
+$338K
|
+9,709
|
+16%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.41M
|
–
|
–
|
–
|
|
|
22
|
Financial Network Wealth Management
Draper,
Utah
|
$2.24M
|
-$58.6K
|
-1,684
|
-3%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$2.01M
|
+$778K
|
+22,352
|
+64%
|
|
|
24
|
WhitTier Trust Company
Reno,
Nevada
|
$1.53M
|
+$34.8K
|
+1,001
|
+2%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.5M
|
+$62.1K
|
+1,784
|
+4%
|
|
