|
1
|
TIAA FSB
Jacksonville,
Florida
|
$78.2M
|
-$15.6K
|
-508
|
-0%
|
|
|
2
|
|
$23.5M
|
+$1.48M
|
+48,226
|
+6%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$18.1M
|
+$1.24M
|
+40,356
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$1.97M
|
+63,924
|
+17%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$11M
|
+356,502
|
+932%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.51M
|
+$1.17M
|
+37,845
|
+15%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.9M
|
+$1.22M
|
+39,504
|
+21%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.8M
|
-$71.4K
|
-2,318
|
-1%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$5.62M
|
+$465K
|
+15,093
|
+9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.5M
|
-$595K
|
-19,316
|
-11%
|
|
|
11
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.79M
|
+$741K
|
+24,053
|
+23%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.47M
|
+$573K
|
+18,601
|
+19%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$3.37M
|
+$68.4K
|
+2,222
|
+2%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.2M
|
+$275K
|
+8,922
|
+9%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$3.12M
|
-$148K
|
-4,821
|
-4%
|
|
|
16
|
Bank of New York Mellon
New York
|
$3.08M
|
+$756K
|
+24,567
|
+31%
|
|
|
17
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$2.95M
|
+$3.06M
|
+99,248
|
New
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.83M
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.76M
|
-$992K
|
-32,211
|
-26%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.43M
|
+$58.3K
|
+1,895
|
+2%
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.1M
|
+$106K
|
+3,438
|
+5%
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
$1.94M
|
+$724K
|
+23,516
|
+57%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$1.9M
|
-$513K
|
-16,676
|
-21%
|
|
|
24
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.88M
|
+$1.95M
|
+63,280
|
New
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.59M
|
+$800K
|
+25,987
|
+95%
|
|
