|
1
|
|
$47M
|
+$9.62M
|
+206,148
|
+23%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$33.8M
|
-$4.62M
|
-99,001
|
-11%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$25.9M
|
-$1.62M
|
-34,594
|
-5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.5M
|
+$170K
|
+3,633
|
+0.7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$48.9K
|
+1,047
|
+0.2%
|
|
|
6
|
Bank of New York Mellon
New York
|
$15.3M
|
+$2.91M
|
+62,281
|
+21%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$631K
|
+13,507
|
+4%
|
|
|
8
|
|
$10.6M
|
-$812K
|
-17,393
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.91M
|
+$10.9K
|
+234
|
+0.1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.82M
|
-$1.01M
|
-21,611
|
-10%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.39M
|
+$36K
|
+770
|
+0.6%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.62M
|
+$129K
|
+2,755
|
+3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$4.56M
|
-$325K
|
-6,963
|
-6%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.21M
|
+$508K
|
+10,888
|
+12%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$3.33M
|
-$141K
|
-3,016
|
-4%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$2.96M
|
-$11.7K
|
-250
|
-0.4%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.72M
|
+$10.7K
|
+230
|
+0.4%
|
|
|
18
|
WhitTier Trust Company
Reno,
Nevada
|
$2.68M
|
-$150K
|
-3,221
|
-5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
-$105K
|
-2,245
|
-4%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.15M
|
+$381K
|
+8,152
|
+19%
|
|
|
21
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2M
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.93M
|
-$71.5K
|
-1,531
|
-3%
|
|
|
23
|
|
$1.92M
|
+$872K
|
+18,667
|
+72%
|
|
|
24
|
|
$1.78M
|
+$8.4K
|
+180
|
+0.4%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.69M
|
+$1.62M
|
+34,662
|
+747%
|
|
