|
1
|
TIAA FSB
Jacksonville,
Florida
|
$49.8M
|
+$12.5M
|
+549,822
|
+36%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$825K
|
+36,336
|
+25%
|
|
|
3
|
WrapManager Inc
Mill Valley,
California
|
$2.8M
|
+$2.65M
|
+116,777
|
New
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.99M
|
+$43.6K
|
+1,919
|
+2%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.7M
|
–
|
–
|
–
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.55M
|
+$43.6K
|
+1,919
|
+3%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$1.11M
|
+$395K
|
+17,386
|
+60%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$894K
|
+$325K
|
+14,294
|
+62%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$888K
|
+$119K
|
+5,246
|
+17%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$871K
|
+$324K
|
+14,272
|
+65%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$758K
|
-$304K
|
-13,385
|
-30%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$722K
|
+$49.3K
|
+2,171
|
+8%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$647K
|
+$612K
|
+26,932
|
New
|
|
|
14
|
|
$576K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$502K
|
+$475K
|
+20,927
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$457K
|
-$1.03M
|
-45,359
|
-70%
|
|
|
17
|
Paracle Advisors
Mercer Island,
Washington
|
$450K
|
+$81.8K
|
+3,602
|
+24%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$422K
|
+$186K
|
+8,182
|
+87%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$415K
|
+$20.1K
|
+886
|
+5%
|
|
|
20
|
Harborview Advisors
Portland,
Maine
|
$389K
|
+$94K
|
+4,140
|
+34%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$312K
|
-$32K
|
-1,409
|
-10%
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$291K
|
+$11.5K
|
+505
|
+4%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$250K
|
+$30.4K
|
+1,339
|
+15%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$219K
|
+$207K
|
+9,118
|
New
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$218K
|
+$82.2K
|
+3,620
|
+66%
|
|
