|
1
|
|
$53.7M
|
+$630K
|
+14,038
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$38.3M
|
+$139K
|
+3,096
|
+0.4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25M
|
-$354K
|
-7,888
|
-2%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$24.2M
|
-$4.67M
|
-104,046
|
-17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.9M
|
+$1.88M
|
+41,898
|
+10%
|
|
|
6
|
Bank of New York Mellon
New York
|
$18.5M
|
+$1.15M
|
+25,569
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
+$700K
|
+15,602
|
+5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
+$2.83M
|
+63,029
|
+31%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$755K
|
+16,823
|
+8%
|
|
|
10
|
|
$7.62M
|
-$4.06M
|
-90,369
|
-37%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.9M
|
+$755K
|
+16,819
|
+13%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$5.08M
|
-$62.6K
|
-1,395
|
-1%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.59M
|
-$584K
|
-13,002
|
-12%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.93M
|
-$768K
|
-17,106
|
-17%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$3.75M
|
-$629
|
-14
|
-0%
|
|
|
16
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.07M
|
–
|
–
|
–
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$3.03M
|
-$288K
|
-6,414
|
-9%
|
|
|
18
|
WhitTier Trust Company
Reno,
Nevada
|
$2.98M
|
-$42.2K
|
-940
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.78M
|
-$808
|
-18
|
-0%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.64M
|
+$222K
|
+4,941
|
+10%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.93M
|
-$235K
|
-5,245
|
-12%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.83M
|
+$91.3K
|
+2,034
|
+6%
|
|
|
23
|
|
$1.82M
|
+$11.3K
|
+252
|
+0.7%
|
|
|
24
|
|
$1.64M
|
-$333K
|
-7,428
|
-18%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.3M
|
-$38.6K
|
-859
|
-3%
|
|
