|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$53.9M
|
-$17M
|
-534,846
|
-25%
|
|
|
2
|
|
$45.2M
|
+$1.1M
|
+34,545
|
+3%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$29.2M
|
+$111K
|
+3,482
|
+0.4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.7M
|
-$1.66M
|
-52,128
|
-9%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.1M
|
+$864K
|
+27,127
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$147K
|
+4,616
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.84M
|
-$56.6K
|
-1,777
|
-0.6%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$9.49M
|
+$297K
|
+9,330
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.46M
|
-$52.9K
|
-1,663
|
-0.7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.58M
|
+$852K
|
+26,768
|
+20%
|
|
|
11
|
Bank of New York Mellon
New York
|
$4.36M
|
+$41.8K
|
+1,312
|
+1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.34M
|
-$115K
|
-3,625
|
-3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$4.32M
|
-$486K
|
-15,270
|
-11%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.23M
|
+$291K
|
+9,126
|
+8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.6M
|
+$400K
|
+12,553
|
+14%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.4M
|
+$105K
|
+3,303
|
+3%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.1M
|
–
|
–
|
–
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$2.91M
|
+$1.15M
|
+36,247
|
+74%
|
|
|
19
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.1M
|
+$84.6K
|
+2,658
|
+4%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.96M
|
+$71.9K
|
+2,258
|
+4%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.91M
|
+$243K
|
+7,626
|
+16%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.75M
|
-$2.81M
|
-88,395
|
-63%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.66M
|
+$224K
|
+7,038
|
+17%
|
|
|
24
|
Regatta Capital Group
El Segundo,
California
|
$1.58M
|
-$1.69M
|
-53,236
|
-54%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.54M
|
+$139K
|
+4,381
|
+11%
|
|
