|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$8218万
|
+$1129万
|
+292,554
|
+16%
|
|
|
2
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$7804万
|
-$254万
|
-65,787
|
-3%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$7727万
|
+$435万
|
+112,698
|
+6%
|
|
|
4
|
|
$6970万
|
-$448万
|
-116,048
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6653万
|
-$143万
|
-37,093
|
-2%
|
|
|
6
|
|
$5295万
|
+$3478万
|
+900,955
|
+190%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$5225万
|
+$231万
|
+59,924
|
+5%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$4868万
|
+$1500万
|
+388,616
|
+44%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$3542万
|
+$26.8万
|
+6,933
|
+0.8%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$3080万
|
–
|
–
|
–
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$2949万
|
+$67.1万
|
+17,369
|
+2%
|
|
|
12
|
|
$2314万
|
+$1777万
|
+460,179
|
+327%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$2104万
|
+$181万
|
+46,756
|
+9%
|
|
|
14
|
Acorns Advisers
Irvine,
California
|
$1952万
|
+$136万
|
+35,166
|
+7%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1718万
|
-$3.98万
|
-1,032
|
-0.2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1624万
|
+$71.3万
|
+18,459
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1618万
|
-$145万
|
-37,466
|
-8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1548万
|
-$64.3万
|
-16,663
|
-4%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$1516万
|
+$45万
|
+11,666
|
+3%
|
|
|
20
|
Citizens Financial Group
Providence,
Rhode Island
|
$1473万
|
-$416万
|
-107,646
|
-22%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1397万
|
-$24.4万
|
-6,329
|
-2%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$1302万
|
-$15.1万
|
-3,903
|
-1%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1215万
|
-$124万
|
-32,120
|
-9%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1138万
|
-$5.2万
|
-1,346
|
-0.5%
|
|
|
25
|
SigFig Wealth Management
San Francisco,
California
|
$1127万
|
+$123万
|
+31,779
|
+12%
|
|
