|
1
|
TIAA FSB
Jacksonville,
Florida
|
$56.3M
|
-$9.08M
|
-240,950
|
-14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$25.6M
|
+$1.51M
|
+40,137
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.9M
|
+$2.17M
|
+57,668
|
+13%
|
|
|
4
|
Tiedemann Advisors
New York
|
$17.5M
|
-$20.8M
|
-551,673
|
-55%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$1.21M
|
+32,022
|
+11%
|
|
|
6
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$9.15M
|
+$2.94M
|
+77,969
|
+48%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.08M
|
+$10.3K
|
+274
|
+0.1%
|
|
|
8
|
|
$8.59M
|
-$1.65M
|
-43,649
|
-16%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.27M
|
+$377K
|
+9,998
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.37M
|
-$841K
|
-22,305
|
-14%
|
|
|
11
|
High Note Wealth
Deephaven,
Minnesota
|
$5.26M
|
-$7.24K
|
-192
|
-0.1%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$4.22M
|
+$15.4K
|
+408
|
+0.4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.83M
|
+$319K
|
+8,464
|
+9%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.61M
|
+$98K
|
+2,601
|
+3%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$3.33M
|
+$168K
|
+4,451
|
+5%
|
|
|
16
|
WrapManager Inc
Mill Valley,
California
|
$3.23M
|
+$194K
|
+5,150
|
+6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.04M
|
-$380K
|
-10,077
|
-11%
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.72M
|
+$94.5K
|
+2,508
|
+4%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.7M
|
-$270K
|
-7,151
|
-9%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.65M
|
-$312K
|
-8,279
|
-11%
|
|
|
21
|
Bank of New York Mellon
New York
|
$2.59M
|
-$122K
|
-3,233
|
-5%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$2.56M
|
+$376K
|
+9,977
|
+17%
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
$2.43M
|
-$2.41K
|
-64
|
-0.1%
|
|
|
24
|
WhitTier Trust Company
Reno,
Nevada
|
$1.78M
|
+$113K
|
+3,011
|
+7%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$1.69M
|
+$77.6K
|
+2,059
|
+5%
|
|
