|
1
|
|
$39.9M
|
+$1.46M
|
+34,465
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$37.2M
|
-$2.9M
|
-68,497
|
-8%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$30.7M
|
-$1.8M
|
-42,470
|
-6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
-$1.03M
|
-24,404
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$176K
|
+4,161
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$314K
|
+7,413
|
+2%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.5M
|
+$11.8M
|
+279,093
|
New
|
|
|
8
|
Bank of New York Mellon
New York
|
$11.5M
|
+$3.82M
|
+90,184
|
+54%
|
|
|
9
|
|
$11.3M
|
-$25.4K
|
-600
|
-0.2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
-$42.4K
|
-1,001
|
-0.4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.08M
|
-$124K
|
-2,930
|
-1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.19M
|
-$267K
|
-6,306
|
-5%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.7M
|
+$33.1K
|
+781
|
+0.8%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.25M
|
+$6.4K
|
+151
|
+0.2%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$4.05M
|
–
|
–
|
–
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.05M
|
+$126K
|
+2,968
|
+3%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$3.6M
|
-$65.9K
|
-1,556
|
-2%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$3.15M
|
+$243K
|
+5,731
|
+9%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.83M
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.71M
|
+$100K
|
+2,366
|
+4%
|
|
|
21
|
WhitTier Trust Company
Reno,
Nevada
|
$2.54M
|
-$95.4K
|
-2,251
|
-4%
|
|
|
22
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.09M
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.07M
|
+$12.3K
|
+290
|
+0.6%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.03M
|
-$115K
|
-2,725
|
-6%
|
|
|
25
|
|
$2.02M
|
+$46.2K
|
+1,090
|
+2%
|
|
