|
1
|
|
$52.8M
|
+$1.05M
|
+30,571
|
+2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$36.2M
|
-$7.32M
|
-214,039
|
-18%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$32.5M
|
-$982K
|
-28,741
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$19.7M
|
+$532K
|
+15,576
|
+3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.5M
|
-$152K
|
-4,454
|
-0.8%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$19.4M
|
+$698K
|
+20,424
|
+4%
|
|
|
7
|
Bank of New York Mellon
New York
|
$16.1M
|
+$1.32M
|
+38,744
|
+10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$1.4K
|
-41
|
-0%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10M
|
+$417K
|
+12,205
|
+5%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$9.23M
|
-$20.3K
|
-593
|
-0.2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.44M
|
-$687K
|
-20,098
|
-12%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.02M
|
-$32.6K
|
-955
|
-0.7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4.94M
|
+$307K
|
+8,993
|
+7%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$3.9M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.63M
|
-$16.3K
|
-478
|
-0.5%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.46M
|
+$283K
|
+8,266
|
+9%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.22M
|
–
|
–
|
–
|
|
|
18
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.27M
|
-$24.7K
|
-722
|
-1%
|
|
|
19
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.74M
|
-$201K
|
-5,889
|
-11%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.61M
|
-$78.5K
|
-2,295
|
-5%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
+$927K
|
+27,111
|
+184%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.5M
|
-$360K
|
-10,535
|
-20%
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$1.37M
|
+$5.13K
|
+150
|
+0.4%
|
|
|
24
|
Regatta Capital Group
El Segundo,
California
|
$1.3M
|
-$40.7K
|
-1,192
|
-3%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.29M
|
+$8.92K
|
+261
|
+0.7%
|
|
