|
1
|
TIAA FSB
Jacksonville,
Florida
|
$80M
|
-$5.5M
|
-163,273
|
-6%
|
|
|
2
|
|
$21.6M
|
+$1.34M
|
+39,834
|
+6%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$15.9M
|
+$1.11M
|
+32,882
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$2.07M
|
+61,570
|
+22%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.61M
|
+$1.53M
|
+45,512
|
+22%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.12M
|
+$724K
|
+21,517
|
+12%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.85M
|
+$1.13M
|
+33,441
|
+21%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$4.74M
|
-$581K
|
-17,267
|
-10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.99M
|
+$804K
|
+23,897
|
+22%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.65M
|
+$3.56M
|
+105,643
|
+789%
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
$3.41M
|
-$162K
|
-4,820
|
-4%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$3.38M
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.95M
|
+$79.5K
|
+2,363
|
+3%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.91M
|
+$31.1K
|
+925
|
+1%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.9M
|
–
|
–
|
–
|
|
|
16
|
Bank of New York Mellon
New York
|
$2.87M
|
+$683K
|
+20,286
|
+28%
|
|
|
17
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.51M
|
+$721K
|
+21,426
|
+35%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.38M
|
+$450K
|
+13,353
|
+21%
|
|
|
19
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.58M
|
+$1.74M
|
+51,688
|
New
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.43M
|
+$351K
|
+10,427
|
+29%
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.39M
|
+$56.8K
|
+1,688
|
+4%
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
$1.28M
|
+$92.5K
|
+2,749
|
+7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
+$455K
|
+13,520
|
+50%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$1.22M
|
+$20.8K
|
+618
|
+2%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.2M
|
+$1.32M
|
+39,244
|
New
|
|
