|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$49M
|
-$2.38M
|
-68,404
|
-5%
|
|
|
2
|
|
$43.8M
|
-$81.4K
|
-2,336
|
-0.2%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$31.9M
|
+$1.36K
|
+39
|
+0%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
-$845K
|
-24,249
|
-4%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.5M
|
+$463K
|
+13,281
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$321K
|
+9,204
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
+$1.08M
|
+30,993
|
+12%
|
|
|
8
|
Bank of New York Mellon
New York
|
$9.84M
|
+$4M
|
+114,850
|
+75%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$9.55M
|
-$244K
|
-7,013
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.37M
|
-$298K
|
-8,563
|
-3%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.1M
|
+$3.53M
|
+101,349
|
+158%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.79M
|
+$343K
|
+9,852
|
+7%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.55M
|
-$92.3K
|
-2,649
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.39M
|
+$31.4K
|
+900
|
+0.8%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$4.26M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.39M
|
-$379K
|
-10,865
|
-11%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.29M
|
–
|
–
|
–
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.08M
|
-$77.2K
|
-2,215
|
-3%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$2.93M
|
-$245K
|
-7,042
|
-8%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.47M
|
+$67.9K
|
+1,948
|
+3%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.41M
|
+$388K
|
+11,133
|
+20%
|
|
|
22
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.38M
|
-$92.1K
|
-2,643
|
-4%
|
|
|
23
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$2.27M
|
+$4.46K
|
+128
|
+0.2%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.08M
|
+$35.9K
|
+1,030
|
+2%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.65M
|
-$88.1K
|
-2,529
|
-5%
|
|
