|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$98.5M
|
+$8.55M
|
+212,686
|
+10%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$84M
|
+$37.5K
|
+932
|
+0%
|
|
|
3
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$83.7M
|
-$1.02M
|
-25,496
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$72.1M
|
-$175K
|
-4,360
|
-0.3%
|
|
|
5
|
|
$66.5M
|
-$8.81M
|
-219,179
|
-12%
|
|
|
6
|
|
$62.4M
|
+$4.66M
|
+115,916
|
+8%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$58.1M
|
+$1.3M
|
+32,347
|
+2%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$43.2M
|
-$9.27M
|
-230,587
|
-18%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$42.4M
|
+$26.2M
|
+651,092
|
+179%
|
|
|
10
|
Fiduciary Trust
Boston,
Massachusetts
|
$41.6M
|
+$3.02M
|
+75,108
|
+8%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$33.5M
|
–
|
–
|
–
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$31M
|
-$1.02M
|
-25,420
|
-3%
|
|
|
13
|
|
$25.1M
|
-$12.4K
|
-308
|
-0.1%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$22M
|
-$842K
|
-20,954
|
-4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$21.4M
|
+$8.86M
|
+220,392
|
+76%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$21.1M
|
-$79.4K
|
-1,975
|
-0.4%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.1M
|
+$446K
|
+11,096
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
+$816K
|
+20,295
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$16.2K
|
-403
|
-0.1%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$16.5M
|
+$35.1K
|
+872
|
+0.2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
-$1.19M
|
-29,722
|
-7%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$14.4M
|
+$252K
|
+6,259
|
+2%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$13.7M
|
+$446K
|
+11,083
|
+4%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$12.5M
|
+$129K
|
+3,217
|
+1%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.1M
|
+$1.81M
|
+45,112
|
+19%
|
|
