|
1
|
TIAA FSB
Jacksonville,
Florida
|
$75.7M
|
+$205K
|
+6,744
|
+0.3%
|
|
|
2
|
|
$20.8M
|
-$2.06M
|
-67,946
|
-9%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$19.8M
|
+$2.63M
|
+86,797
|
+14%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$4.84M
|
+159,499
|
+40%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10M
|
-$2.79M
|
-91,979
|
-21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.1M
|
+$937K
|
+30,862
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.64M
|
-$12.3K
|
-405
|
-0.2%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.46M
|
+$919K
|
+30,293
|
+16%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$5.84M
|
+$441K
|
+14,521
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.98M
|
+$677K
|
+22,310
|
+15%
|
|
|
11
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.14M
|
+$520K
|
+17,139
|
+13%
|
|
|
12
|
Bank of New York Mellon
New York
|
$3.65M
|
+$719K
|
+23,692
|
+23%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.65M
|
+$311K
|
+10,256
|
+9%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$3.35M
|
+$104K
|
+3,422
|
+3%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$2.92M
|
-$96.4K
|
-3,175
|
-3%
|
|
|
16
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.79M
|
+$54.8K
|
+1,805
|
+2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.71M
|
+$47.9K
|
+1,577
|
+2%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$2.29M
|
+75,537
|
+582%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.51M
|
-$549K
|
-18,102
|
-17%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.28M
|
+$8.53K
|
+281
|
+0.3%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$2.26M
|
+$448K
|
+14,770
|
+23%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.1M
|
+$81K
|
+2,668
|
+4%
|
|
|
23
|
Regatta Capital Group
El Segundo,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
24
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.74M
|
+$229K
|
+7,558
|
+14%
|
|
