|
1
|
TIAA FSB
Jacksonville,
Florida
|
$53.5M
|
-$3.77M
|
-101,481
|
-7%
|
|
|
2
|
|
$31M
|
+$21.2M
|
+570,336
|
+254%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.5M
|
-$5.34M
|
-143,978
|
-21%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.6M
|
+$243K
|
+6,541
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$1.2M
|
+32,451
|
+10%
|
|
|
6
|
Tiedemann Advisors
New York
|
$11.5M
|
-$6.13M
|
-165,051
|
-36%
|
|
|
7
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$11.3M
|
+$1.82M
|
+49,044
|
+20%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.97M
|
-$279K
|
-7,524
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.22M
|
-$188K
|
-5,063
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.88M
|
+$376K
|
+10,116
|
+7%
|
|
|
11
|
High Note Wealth
Deephaven,
Minnesota
|
$5.09M
|
-$259K
|
-6,987
|
-5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.41M
|
+$480K
|
+12,935
|
+13%
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$4.3M
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.98M
|
+$1.27M
|
+34,343
|
+51%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$3.46M
|
+$55.4K
|
+1,493
|
+2%
|
|
|
16
|
WrapManager Inc
Mill Valley,
California
|
$3.12M
|
-$165K
|
-4,432
|
-5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
-$26.8K
|
-721
|
-0.9%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$2.88M
|
+$245K
|
+6,595
|
+10%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.78M
|
+$3.9K
|
+105
|
+0.1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.72M
|
+$18.8K
|
+507
|
+0.7%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.7M
|
-$58.4K
|
-1,572
|
-2%
|
|
|
22
|
WhitTier Trust Company
Reno,
Nevada
|
$1.84M
|
+$21.6K
|
+582
|
+1%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.8M
|
+$859K
|
+23,137
|
+100%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$1.8M
|
+$68.9K
|
+1,857
|
+4%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.73M
|
+$148K
|
+3,980
|
+10%
|
|
