|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$82.2M
|
+$11.3M
|
+292,554
|
+16%
|
|
|
2
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$78M
|
-$2.54M
|
-65,787
|
-3%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$77.3M
|
+$4.35M
|
+112,698
|
+6%
|
|
|
4
|
|
$69.7M
|
-$4.48M
|
-116,048
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$66.5M
|
-$1.43M
|
-37,093
|
-2%
|
|
|
6
|
|
$53M
|
+$34.8M
|
+900,955
|
+190%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$52.3M
|
+$2.31M
|
+59,924
|
+5%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$48.7M
|
+$15M
|
+388,616
|
+44%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$35.4M
|
+$268K
|
+6,933
|
+0.8%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$30.8M
|
–
|
–
|
–
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$29.5M
|
+$671K
|
+17,369
|
+2%
|
|
|
12
|
|
$23.1M
|
+$17.8M
|
+460,179
|
+327%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$21M
|
+$1.81M
|
+46,756
|
+9%
|
|
|
14
|
Acorns Advisers
Irvine,
California
|
$19.5M
|
+$1.36M
|
+35,166
|
+7%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.2M
|
-$39.8K
|
-1,032
|
-0.2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$713K
|
+18,459
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$1.45M
|
-37,466
|
-8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.5M
|
-$643K
|
-16,663
|
-4%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$15.2M
|
+$450K
|
+11,666
|
+3%
|
|
|
20
|
Citizens Financial Group
Providence,
Rhode Island
|
$14.7M
|
-$4.16M
|
-107,646
|
-22%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$14M
|
-$244K
|
-6,329
|
-2%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$13M
|
-$151K
|
-3,903
|
-1%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$12.2M
|
-$1.24M
|
-32,120
|
-9%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$11.4M
|
-$52K
|
-1,346
|
-0.5%
|
|
|
25
|
SigFig Wealth Management
San Francisco,
California
|
$11.3M
|
+$1.23M
|
+31,779
|
+12%
|
|
