|
1
|
Wells Fargo
San Francisco,
California
|
$39.7M
|
+$594K
|
+13,867
|
+2%
|
|
|
2
|
|
$37.9M
|
+$815K
|
+19,011
|
+2%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$37.7M
|
-$11.4M
|
-266,340
|
-24%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.6M
|
-$1.95M
|
-45,592
|
-9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$275K
|
+6,411
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$3.33M
|
+77,784
|
+40%
|
|
|
7
|
|
$11.2M
|
-$457K
|
-10,657
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$786K
|
+18,332
|
+8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
-$911K
|
-21,243
|
-8%
|
|
|
10
|
Bank of New York Mellon
New York
|
$6.48M
|
+$947K
|
+22,096
|
+18%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.7M
|
+$393K
|
+9,176
|
+8%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.49M
|
+$877K
|
+20,451
|
+25%
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$4.15M
|
+$30.3K
|
+707
|
+0.8%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$3.86M
|
+$6.99K
|
+163
|
+0.2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.83M
|
+$2.7M
|
+62,949
|
+272%
|
|
|
16
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.1M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.9M
|
-$94.3K
|
-2,199
|
-3%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$2.78M
|
+$911K
|
+21,256
|
+52%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$2.77M
|
-$38.5K
|
-899
|
-1%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$2.74M
|
+$621K
|
+14,489
|
+31%
|
|
|
21
|
WhitTier Trust Company
Reno,
Nevada
|
$2.61M
|
+$610K
|
+14,230
|
+32%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57M
|
+$27.5K
|
+642
|
+1%
|
|
|
23
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.31M
|
–
|
–
|
–
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.27M
|
+$63.1K
|
+1,473
|
+3%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.1M
|
+$169K
|
+3,938
|
+9%
|
|
