|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$66.6M
|
-$8.16M
|
-282,023
|
-12%
|
|
|
2
|
|
$40.6M
|
+$2.37M
|
+82,109
|
+7%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$26.9M
|
+$1M
|
+34,662
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18M
|
+$1.31M
|
+45,340
|
+9%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.3M
|
+$1.47M
|
+50,918
|
+17%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$10.1M
|
-$759K
|
-26,241
|
-8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.13M
|
-$811K
|
-28,050
|
-9%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$8.46M
|
+$708K
|
+24,479
|
+10%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
-$508K
|
-17,565
|
-7%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$4.47M
|
-$220K
|
-7,617
|
-5%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.44M
|
+$1.59M
|
+55,131
|
+65%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.3M
|
+$26.5K
|
+918
|
+0.7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4.11M
|
-$1.07M
|
-37,107
|
-22%
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.98M
|
+$443K
|
+15,318
|
+14%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.61M
|
+$778K
|
+26,905
|
+31%
|
|
|
16
|
Regatta Capital Group
El Segundo,
California
|
$3.14M
|
-$72.1K
|
-2,492
|
-2%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.99M
|
+$219K
|
+7,577
|
+9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.92M
|
-$590K
|
-20,405
|
-18%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.86M
|
-$127K
|
-4,378
|
-5%
|
|
|
20
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.99M
|
+$1.82M
|
+62,942
|
New
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.73M
|
+$251K
|
+8,664
|
+19%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
+$1.01M
|
+35,003
|
+201%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$1.54M
|
+$15.8K
|
+545
|
+1%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.52M
|
-$265K
|
-9,174
|
-16%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.31M
|
+$223K
|
+7,707
|
+23%
|
|
