|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$47M
|
+$49.7M
|
+1,282,671
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$31.6M
|
+$13M
|
+336,660
|
+64%
|
|
|
3
|
|
$28.9M
|
-$292K
|
-7,549
|
-0.9%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.8M
|
+$464K
|
+11,967
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$455K
|
+11,734
|
+3%
|
|
|
6
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$10.7M
|
+$97.6K
|
+2,520
|
+0.9%
|
|
|
7
|
Tiedemann Advisors
New York
|
$10M
|
-$774K
|
-19,977
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.5M
|
+$77.4K
|
+1,997
|
+0.9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$6.56M
|
-$223K
|
-5,768
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.32M
|
+$847K
|
+21,852
|
+15%
|
|
|
11
|
High Note Wealth
Deephaven,
Minnesota
|
$4.72M
|
-$71.5K
|
-1,846
|
-1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.39M
|
+$262K
|
+6,763
|
+6%
|
|
|
13
|
Bank of New York Mellon
New York
|
$4.04M
|
+$322K
|
+8,302
|
+8%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$3.75M
|
-$313K
|
-8,072
|
-7%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.63M
|
+$3.84M
|
+99,141
|
New
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$3.24M
|
-$13.4K
|
-347
|
-0.4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.96M
|
+$71.7K
|
+1,851
|
+2%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$2.93M
|
-$3.41K
|
-88
|
-0.1%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.61M
|
+$310
|
+8
|
+0%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.58M
|
+$43.6K
|
+1,125
|
+2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.22M
|
-$356K
|
-9,187
|
-13%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2.05M
|
+$382K
|
+9,856
|
+21%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.77M
|
+$162K
|
+4,170
|
+9%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.64M
|
-$55.1K
|
-1,421
|
-3%
|
|
|
25
|
WhitTier Trust Company
Reno,
Nevada
|
$1.63M
|
-$105K
|
-2,707
|
-6%
|
|
