|
1
|
|
$54.6M
|
+$640K
|
+13,191
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$38.1M
|
-$351K
|
-7,240
|
-0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$27.7M
|
+$4.67M
|
+96,308
|
+20%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
-$1.08M
|
-22,271
|
-4%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$22.6M
|
-$1.62M
|
-33,340
|
-7%
|
|
|
6
|
Bank of New York Mellon
New York
|
$19.6M
|
+$955K
|
+19,690
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$2.37M
|
-48,844
|
-14%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
+$471K
|
+9,708
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.97M
|
-$951K
|
-19,613
|
-9%
|
|
|
10
|
|
$7.47M
|
-$183K
|
-3,778
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.04M
|
-$892K
|
-18,390
|
-13%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$5.06M
|
-$45.8K
|
-945
|
-0.9%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.86M
|
-$85.6K
|
-1,766
|
-2%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$3.77M
|
–
|
–
|
–
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.11M
|
+$423K
|
+8,728
|
+16%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$3.08M
|
–
|
–
|
–
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.08M
|
–
|
–
|
–
|
|
|
18
|
WhitTier Trust Company
Reno,
Nevada
|
$2.96M
|
-$63.8K
|
-1,315
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64M
|
-$153K
|
-3,151
|
-5%
|
|
|
20
|
|
$2.23M
|
+$403K
|
+8,319
|
+22%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2M
|
+$165K
|
+3,395
|
+9%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.91M
|
-$24.3K
|
-501
|
-1%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.26M
|
+$29K
|
+599
|
+2%
|
|
|
24
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.2M
|
+$4.03K
|
+83
|
+0.3%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$1.12M
|
+$39.7K
|
+818
|
+4%
|
|
