|
1
|
TIAA FSB
Jacksonville,
Florida
|
$30.8M
|
+$27.7M
|
+1,026,310
|
+205%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.89M
|
+$929K
|
+34,442
|
+32%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.7M
|
–
|
–
|
–
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.64M
|
-$1.1M
|
-40,634
|
-33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
+$984K
|
+36,504
|
+131%
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.27M
|
+$190K
|
+7,052
|
+13%
|
|
|
7
|
Tower Research Capital (TRC)
New York
|
$908K
|
+$1.01M
|
+37,507
|
+503%
|
|
|
8
|
|
$760K
|
+$477K
|
+17,677
|
+88%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$641K
|
+$598K
|
+22,184
|
+232%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$586K
|
+$478K
|
+17,727
|
+157%
|
|
|
11
|
Baystate Wealth Management
Boston,
Massachusetts
|
$563K
|
+$137K
|
+5,080
|
+22%
|
|
|
12
|
|
$485K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$463K
|
+$89.8K
|
+3,329
|
+17%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$444K
|
+$200K
|
+7,399
|
+51%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$329K
|
+$442K
|
+16,379
|
New
|
|
|
16
|
Paracle Advisors
Mercer Island,
Washington
|
$306K
|
+$107K
|
+3,978
|
+36%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$290K
|
+$38K
|
+1,409
|
+11%
|
|
|
18
|
Harborview Advisors
Portland,
Maine
|
$244K
|
+$431
|
+16
|
+0.1%
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$241K
|
+$322K
|
+11,952
|
New
|
|
|
20
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$234K
|
+$13.9K
|
+515
|
+5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$221K
|
+$294K
|
+10,892
|
New
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$190K
|
+$208K
|
+7,718
|
+457%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$183K
|
-$23.2K
|
-861
|
-9%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$110K
|
+$111K
|
+4,104
|
+305%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$84K
|
+$12.1K
|
+448
|
+12%
|
|
