|
1
|
Bank of America
Charlotte,
North Carolina
|
$494M
|
+$352M
|
+6,767,095
|
+328%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$195M
|
+$12.8M
|
+246,254
|
+8%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$120M
|
+$2.3M
|
+44,262
|
+2%
|
|
|
4
|
|
$99.3M
|
-$683K
|
-13,137
|
-0.7%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$88.9M
|
+$1.13M
|
+21,753
|
+1%
|
|
|
6
|
|
$64.9M
|
+$90.1K
|
+1,733
|
+0.1%
|
|
|
7
|
TIAA Wealth Investment Management
New York
|
$56.9M
|
+$84.5K
|
+1,625
|
+0.2%
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
$47.7M
|
-$34.7K
|
-668
|
-0.1%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$45M
|
+$9.49M
|
+182,396
|
+29%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$44.7M
|
–
|
–
|
–
|
|
|
11
|
|
$37.9M
|
-$3.46M
|
-66,476
|
-9%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$37.7M
|
-$2.45M
|
-47,132
|
-7%
|
|
|
13
|
TIAA-CREF Individual & Institutional Services
New York
|
$36.4M
|
-$3.05M
|
-58,720
|
-8%
|
|
|
14
|
Acorns Advisers
Irvine,
California
|
$35.8M
|
-$93.8K
|
-1,804
|
-0.3%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.8M
|
+$686K
|
+13,185
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30M
|
-$373K
|
-7,169
|
-1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$30M
|
+$1.16M
|
+22,324
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$3.93M
|
+75,472
|
+18%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$26.7M
|
-$490K
|
-9,427
|
-2%
|
|
|
20
|
Sand Hill Global Advisors
Palo Alto,
California
|
$25.6M
|
-$798K
|
-15,337
|
-3%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$25.2M
|
-$124K
|
-2,378
|
-0.5%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.9M
|
+$475K
|
+9,136
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
+$859K
|
+16,518
|
+5%
|
|
|
24
|
Accredited Investors
Edina,
Minnesota
|
$16.9M
|
+$154K
|
+2,959
|
+1%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$16.6M
|
-$606K
|
-11,648
|
-4%
|
|
