|
1
|
TIAA FSB
Jacksonville,
Florida
|
$100M
|
+$3.65M
|
+99,207
|
+4%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$14.5M
|
+$1.46M
|
+39,764
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.56M
|
-$154K
|
-4,182
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.01M
|
+$446K
|
+12,137
|
+10%
|
|
|
5
|
|
$4.68M
|
+$1.61M
|
+43,680
|
+51%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$4.48M
|
+$962K
|
+26,166
|
+27%
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$4.25M
|
+$823K
|
+22,393
|
+24%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.69M
|
–
|
–
|
–
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$3.64M
|
+$3.69M
|
+100,403
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.21M
|
+$69K
|
+1,877
|
+2%
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.93M
|
-$594K
|
-16,163
|
-17%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$2.77M
|
-$861K
|
-23,422
|
-23%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.54M
|
+$990K
|
+26,939
|
+63%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.88M
|
+$1.91M
|
+51,834
|
+5,183,400%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$182K
|
+4,961
|
+13%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$1.42M
|
+$29.8K
|
+811
|
+2%
|
|
|
17
|
Seaview Investment Managers
Miami,
Florida
|
$1.21M
|
+$1.22M
|
+33,227
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.16M
|
+$168K
|
+4,568
|
+17%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$1.14M
|
+$144K
|
+3,911
|
+16%
|
|
|
20
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.1M
|
-$420K
|
-11,432
|
-27%
|
|
|
21
|
FundX Investment Group
San Francisco,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.07M
|
-$343K
|
-9,335
|
-24%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$981K
|
+$108K
|
+2,932
|
+12%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$949K
|
+$32.2K
|
+875
|
+3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$923K
|
–
|
–
|
–
|
|
