|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$68.1M
|
+$71.5M
|
+2,393,738
|
New
|
|
|
2
|
|
$34.3M
|
-$393K
|
-13,148
|
-1%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$23.2M
|
+$781K
|
+26,166
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
-$983K
|
-32,922
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.83M
|
+$464K
|
+15,532
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.03M
|
-$1.41M
|
-47,196
|
-13%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.71M
|
+$934K
|
+31,277
|
+11%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.58M
|
+$837K
|
+28,026
|
+12%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$6.93M
|
+$327K
|
+10,956
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.76M
|
-$92K
|
-3,082
|
-2%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$4.24M
|
+$991K
|
+33,199
|
+29%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.85M
|
-$20.9K
|
-701
|
-0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
+$207K
|
+6,918
|
+7%
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.16M
|
+$41.1K
|
+1,375
|
+1%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$3.02M
|
-$27.7K
|
-927
|
-0.9%
|
|
|
16
|
Regatta Capital Group
El Segundo,
California
|
$2.9M
|
+$87.1K
|
+2,916
|
+3%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.7M
|
-$51.5K
|
-1,726
|
-2%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.52M
|
-$78.8K
|
-2,639
|
-3%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.49M
|
+$703K
|
+23,552
|
+37%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.42M
|
+$16.3K
|
+545
|
+0.6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.72M
|
+$24.5K
|
+822
|
+1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.63M
|
-$70.8K
|
-2,370
|
-4%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$1.37M
|
-$1.33M
|
-44,556
|
-48%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
+$234K
|
+7,850
|
+20%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.32M
|
+$38.7K
|
+1,295
|
+3%
|
|
