|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$47.3M
|
+$3.1M
|
+74,293
|
+7%
|
|
|
2
|
|
$45.8M
|
-$15.5M
|
-370,978
|
-26%
|
|
|
3
|
TIAA-CREF Individual & Institutional Services
New York
|
$35M
|
-$2.74M
|
-65,650
|
-8%
|
|
|
4
|
Bank of New York Mellon
New York
|
$27.1M
|
+$1.5M
|
+36,002
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
+$111K
|
+2,660
|
+0.5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$16.9M
|
+$38.9K
|
+931
|
+0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
-$75.1K
|
-1,798
|
-0.6%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$11.6M
|
-$14.3K
|
-343
|
-0.1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$53.3K
|
+1,276
|
+0.5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.68M
|
+$387K
|
+9,272
|
+5%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.19M
|
+$886K
|
+21,208
|
+13%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.15M
|
+$300K
|
+7,171
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.02M
|
+$301K
|
+7,196
|
+4%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.16M
|
-$48.9K
|
-1,169
|
-0.7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.61M
|
-$67.7K
|
-1,619
|
-1%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$4.73M
|
-$3.09K
|
-74
|
-0.1%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$4.4M
|
+$17.8K
|
+426
|
+0.4%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$4.31M
|
+$310K
|
+7,410
|
+8%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.55M
|
–
|
–
|
–
|
|
|
20
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.77M
|
+$262K
|
+6,268
|
+11%
|
|
|
21
|
|
$2.21M
|
+$654K
|
+15,657
|
+45%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.05M
|
+$139K
|
+3,321
|
+8%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.92M
|
+$38.9K
|
+931
|
+2%
|
|
|
24
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.91M
|
+$1.83M
|
+43,887
|
New
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$1.83M
|
+$1.76M
|
+42,020
|
New
|
|
