|
1
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$77.7M
|
+$1.26M
|
+36,787
|
+2%
|
|
|
2
|
|
$77M
|
-$2.68M
|
-78,519
|
-4%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$70.1M
|
-$1.06M
|
-31,086
|
-2%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$66.9M
|
+$9.57M
|
+280,377
|
+19%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$48.1M
|
+$2.13M
|
+62,494
|
+5%
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$35.1M
|
+$97.3K
|
+2,851
|
+0.3%
|
|
|
7
|
Vontobel Holding
Zurich,
Switzerland
|
$30.4M
|
–
|
–
|
–
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$24M
|
+$2.38M
|
+69,590
|
+12%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$22.3M
|
+$12.2M
|
+358,292
|
+157%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$18.9M
|
+$17M
|
+498,382
|
New
|
|
|
11
|
Citizens Financial Group
Providence,
Rhode Island
|
$18.5M
|
-$21.2K
|
-622
|
-0.1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
+$1.53M
|
+44,717
|
+11%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$17.4M
|
+$786K
|
+23,014
|
+5%
|
|
|
14
|
|
$16.4M
|
-$436K
|
-12,765
|
-3%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.2M
|
+$737K
|
+21,594
|
+5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$5.1M
|
+149,291
|
+58%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
+$454K
|
+13,304
|
+3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$1.12M
|
+32,922
|
+10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$2.89M
|
+84,696
|
+30%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
+$1.12M
|
+32,817
|
+10%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$13.2M
|
+$219K
|
+6,408
|
+2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
+$44.6K
|
+1,308
|
+0.4%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$11.4M
|
-$1.23M
|
-36,137
|
-11%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$11.3M
|
+$435K
|
+12,736
|
+4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$36.7M
|
-1,075,559
|
-80%
|
|
