|
1
|
TIAA FSB
Jacksonville,
Florida
|
$96.8M
|
+$4.32M
|
+118,939
|
+5%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$13.1M
|
+$1.75M
|
+48,108
|
+15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.71M
|
+$581K
|
+15,990
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.56M
|
+$581K
|
+16,004
|
+15%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$3.62M
|
+$2.14M
|
+59,037
|
+145%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$3.53M
|
+$475K
|
+13,091
|
+16%
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.51M
|
+$1.17M
|
+32,301
|
+50%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.48M
|
–
|
–
|
–
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$3.44M
|
-$410K
|
-11,293
|
-11%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.14M
|
+$118K
|
+3,255
|
+4%
|
|
|
11
|
|
$3.09M
|
+$1.43M
|
+39,300
|
+85%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.56M
|
+$379K
|
+10,442
|
+32%
|
|
|
13
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.51M
|
-$922K
|
-25,383
|
-38%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.43M
|
+$231K
|
+6,373
|
+19%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.41M
|
-$263K
|
-7,239
|
-16%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$1.39M
|
+$111K
|
+3,056
|
+9%
|
|
|
17
|
Flow Traders U.S.
New York
|
$1.32M
|
+$1.32M
|
+36,439
|
New
|
|
|
18
|
FundX Investment Group
San Francisco,
California
|
$1.23M
|
+$1.08M
|
+29,806
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
+$167K
|
+4,607
|
+19%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$1.01M
|
+27,811
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$997K
|
+$215K
|
+5,917
|
+27%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$922K
|
+$924K
|
+25,450
|
New
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$919K
|
+$114K
|
+3,134
|
+14%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$916K
|
-$35.2K
|
-970
|
-4%
|
|
|
25
|
PFS Investments
Duluth,
Georgia
|
$910K
|
+$907K
|
+24,969
|
New
|
|
