|
1
|
TIAA FSB
Jacksonville,
Florida
|
$87.8M
|
+$818K
|
+25,073
|
+1%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$10.8M
|
+$501K
|
+15,363
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.71M
|
+$626K
|
+19,193
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.78M
|
+$546K
|
+16,752
|
+18%
|
|
|
5
|
WrapManager Inc
Mill Valley,
California
|
$3.65M
|
-$342K
|
-10,484
|
-9%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.22M
|
–
|
–
|
–
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$2.9M
|
+$278K
|
+8,529
|
+11%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.87M
|
+$411K
|
+12,604
|
+18%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$2.82M
|
–
|
–
|
–
|
|
|
10
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.31M
|
-$389K
|
-11,942
|
-15%
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.22M
|
–
|
–
|
–
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.58M
|
+$118K
|
+3,621
|
+9%
|
|
|
13
|
|
$1.58M
|
+$1.44M
|
+44,297
|
+2,626%
|
|
|
14
|
Retirement Capital Strategies
San Jose,
California
|
$1.42M
|
+$1.35M
|
+41,363
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.4M
|
+$878K
|
+26,934
|
+195%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$1.21M
|
+$610K
|
+18,706
|
+113%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$187K
|
+5,736
|
+21%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.12M
|
-$335K
|
-10,258
|
-24%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$1M
|
+$66.2K
|
+2,030
|
+22%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$903K
|
+$296K
|
+9,065
|
+53%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$825K
|
+$524K
|
+16,064
|
+204%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$816K
|
+$253K
|
+7,756
|
+49%
|
|
|
23
|
Avantax Planning Partners
Dubuque,
Iowa
|
$801K
|
-$61.3K
|
-1,881
|
-7%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$798K
|
+$154K
|
+4,719
|
+25%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$765K
|
-$20.5K
|
-628
|
-3%
|
|
