|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
-$22M
|
-631,445
|
-16%
|
|
|
2
|
|
$75M
|
-$1.97M
|
-56,434
|
-2%
|
|
|
3
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$64.4M
|
+$1.72M
|
+49,267
|
+3%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$63M
|
+$4.33M
|
+124,064
|
+7%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$37.3M
|
+$492K
|
+14,103
|
+1%
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$37.3M
|
+$775K
|
+22,203
|
+2%
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$29.7M
|
+$1.3M
|
+37,139
|
+4%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$25.2M
|
–
|
–
|
–
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$21.4M
|
-$489K
|
-14,004
|
-2%
|
|
|
10
|
Citizens Financial Group
Providence,
Rhode Island
|
$17.5M
|
+$602K
|
+17,228
|
+3%
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$16.5M
|
-$16.8M
|
-481,441
|
-50%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
-$718K
|
-20,572
|
-4%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$13.1M
|
+$1.17M
|
+33,517
|
+10%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.8M
|
-$612K
|
-17,515
|
-4%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.8M
|
-$2.34M
|
-66,970
|
-15%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$1.46M
|
+41,946
|
+13%
|
|
|
17
|
|
$12.2M
|
+$1.74M
|
+49,734
|
+16%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$824K
|
+23,599
|
+7%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.8M
|
+$1.21M
|
+34,553
|
+11%
|
|
|
20
|
Accredited Investors
Edina,
Minnesota
|
$11.7M
|
+$213K
|
+6,094
|
+2%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
-$1.83M
|
-52,471
|
-13%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$10.4M
|
+$1.63M
|
+46,771
|
+18%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
+$1.06M
|
+30,450
|
+11%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$9.65M
|
+$38.1K
|
+1,090
|
+0.4%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$9.44M
|
+$890K
|
+25,484
|
+10%
|
|
