|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
+$853K
|
+25,195
|
+0.8%
|
|
|
2
|
|
$77.8M
|
-$504K
|
-14,895
|
-0.7%
|
|
|
3
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$69.3M
|
+$1.86M
|
+54,871
|
+3%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$64.8M
|
-$1.01M
|
-29,769
|
-2%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$48.6M
|
+$9.17M
|
+270,888
|
+25%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$41.6M
|
+$2.54M
|
+75,177
|
+7%
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$31.4M
|
+$431K
|
+12,720
|
+1%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$28.4M
|
+$2.03M
|
+60,000
|
+8%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$19.9M
|
-$2.39M
|
-70,593
|
-11%
|
|
|
10
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.3M
|
+$103K
|
+3,044
|
+0.6%
|
|
|
11
|
Citizens Financial Group
Providence,
Rhode Island
|
$17.3M
|
-$953K
|
-28,155
|
-5%
|
|
|
12
|
|
$15.3M
|
+$2.36M
|
+69,605
|
+19%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$14.9M
|
+$1.21M
|
+35,850
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
+$1.15M
|
+34,109
|
+9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.5M
|
+$159K
|
+4,697
|
+1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.9M
|
+$609K
|
+18,005
|
+5%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.8M
|
-$536K
|
-15,834
|
-4%
|
|
|
18
|
Accredited Investors
Edina,
Minnesota
|
$12.2M
|
-$2.23K
|
-66
|
-0%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$4.12M
|
-121,618
|
-26%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
-$487K
|
-14,377
|
-4%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$11.8M
|
+$909K
|
+26,860
|
+9%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
+$296K
|
+8,736
|
+3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
-$1.28M
|
-37,770
|
-11%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$334K
|
+9,864
|
+4%
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
$10.2M
|
+$96.4K
|
+2,849
|
+1%
|
|
