|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$100M
|
+$1.31M
|
+30,253
|
+1%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$85.8M
|
+$1.4M
|
+32,423
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$72.7M
|
+$265K
|
+6,123
|
+0.4%
|
|
|
4
|
|
$67.4M
|
+$556K
|
+12,855
|
+0.8%
|
|
|
5
|
|
$67.4M
|
+$4.81M
|
+111,312
|
+7%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$60.1M
|
+$1.72M
|
+39,751
|
+3%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$56.5M
|
-$28.4M
|
-657,764
|
-33%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$47.9M
|
+$4.53M
|
+104,826
|
+10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
+$1.68M
|
+38,763
|
+4%
|
|
|
10
|
Fiduciary Trust
Boston,
Massachusetts
|
$41.7M
|
-$113K
|
-2,610
|
-0.3%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$33.6M
|
–
|
–
|
–
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$28M
|
-$3.21M
|
-74,248
|
-10%
|
|
|
13
|
|
$26.5M
|
+$1.27M
|
+29,313
|
+5%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$22.1M
|
-$14.1K
|
-327
|
-0.1%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$21.9M
|
+$424K
|
+9,819
|
+2%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$21.8M
|
+$523K
|
+12,098
|
+2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.2M
|
+$954K
|
+22,063
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
-$57.1K
|
-1,320
|
-0.3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$678K
|
+15,691
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.8M
|
+$1.19M
|
+27,511
|
+7%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$16M
|
-$592K
|
-13,697
|
-3%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$14.4M
|
-$137K
|
-3,160
|
-0.9%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$13.7M
|
-$15.3K
|
-354
|
-0.1%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$12.9M
|
+$299K
|
+6,927
|
+2%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.5M
|
+$378K
|
+8,737
|
+3%
|
|
