|
1
|
TIAA FSB
Jacksonville,
Florida
|
$103M
|
+$355K
|
+9,329
|
+0.3%
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$17.3M
|
+$2.55M
|
+67,178
|
+17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.01M
|
+$302K
|
+7,936
|
+3%
|
|
|
4
|
|
$8.35M
|
+$3.68M
|
+96,871
|
+75%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$5.15M
|
+$610K
|
+16,051
|
+13%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.92M
|
-$181K
|
-4,757
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.33M
|
+$1.8M
|
+47,228
|
+68%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$4.22M
|
+$530K
|
+13,934
|
+14%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.2M
|
+$1.41M
|
+37,130
|
+49%
|
|
|
10
|
WrapManager Inc
Mill Valley,
California
|
$4.2M
|
-$136K
|
-3,574
|
-3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.52M
|
+$255K
|
+6,699
|
+8%
|
|
|
12
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.5M
|
+$530K
|
+13,934
|
+17%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.48M
|
–
|
–
|
–
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.16M
|
+$3.25M
|
+85,577
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$2.37M
|
+$751K
|
+19,757
|
+45%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.36M
|
+$459K
|
+12,061
|
+23%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.49M
|
+$313K
|
+8,226
|
+26%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$1.39M
|
-$55.1K
|
-1,450
|
-4%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$1.22M
|
+$709K
|
+18,641
|
+129%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.16M
|
+$162K
|
+4,257
|
+16%
|
|
|
21
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.09M
|
-$28.3K
|
-745
|
-2%
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.09M
|
+$2.32K
|
+61
|
+0.2%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.08M
|
+$554K
|
+14,572
|
+100%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.07M
|
+$1.1M
|
+28,926
|
New
|
|
|
25
|
Carson Advisory
Athens,
Georgia
|
$987K
|
+$1.02M
|
+26,720
|
New
|
|
