|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$135M
|
-$12.9M
|
-376,104
|
-8%
|
|
|
2
|
|
$69.8M
|
+$5.75M
|
+167,116
|
+8%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$51.8M
|
-$137K
|
-3,979
|
-0.2%
|
|
|
4
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$50.7M
|
+$3.05M
|
+88,740
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$33.4M
|
+$3.39M
|
+98,488
|
+10%
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$26.5M
|
+$25.9M
|
+753,760
|
+874%
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$25.5M
|
-$986K
|
-28,654
|
-3%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$22.5M
|
–
|
–
|
–
|
|
|
9
|
Citizens Financial Group
Providence,
Rhode Island
|
$21.2M
|
+$272K
|
+7,899
|
+1%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$20.2M
|
+$5.06M
|
+146,924
|
+29%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.9M
|
-$5.72M
|
-166,185
|
-22%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
-$1.81M
|
-52,700
|
-11%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$57.6K
|
-1,674
|
-0.4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$1.04M
|
+30,253
|
+9%
|
|
|
15
|
Accredited Investors
Edina,
Minnesota
|
$9.34M
|
+$806K
|
+23,412
|
+9%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$9.13M
|
+$1.46M
|
+42,423
|
+17%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.66M
|
-$1M
|
-29,203
|
-10%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$8.07M
|
-$2.64M
|
-76,660
|
-23%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$8.06M
|
+$770K
|
+22,363
|
+10%
|
|
|
20
|
Park Avenue Securities
New York
|
$7.97M
|
-$107K
|
-3,119
|
-1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.62M
|
-$253K
|
-7,352
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.28M
|
-$3.5M
|
-101,580
|
-31%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$7.13M
|
+$940K
|
+27,315
|
+14%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$6.85M
|
+$1.71M
|
+49,664
|
+30%
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
$6.66M
|
+$946K
|
+27,492
|
+15%
|
|
