|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$93.9M
|
+$2.41M
|
+58,069
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$87.1M
|
+$46.9M
|
+1,129,102
|
+99%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$82.6M
|
+$4.6M
|
+110,708
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$65.5M
|
-$973K
|
-23,416
|
-1%
|
|
|
5
|
|
$62.6M
|
+$1.08M
|
+25,881
|
+2%
|
|
|
6
|
|
$61.9M
|
+$264K
|
+6,344
|
+0.4%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$55.9M
|
+$1.05M
|
+25,183
|
+2%
|
|
|
8
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$50.5M
|
-$1.2M
|
-28,941
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$41.1M
|
+$676K
|
+16,262
|
+2%
|
|
|
10
|
Fiduciary Trust
Boston,
Massachusetts
|
$37.4M
|
-$795K
|
-19,132
|
-2%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$30.7M
|
–
|
–
|
–
|
|
|
12
|
|
$25.2M
|
+$1.1M
|
+26,403
|
+4%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$25.2M
|
-$420K
|
-10,112
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$24.7M
|
+$5.02M
|
+120,841
|
+23%
|
|
|
15
|
Acorns Advisers
Irvine,
California
|
$20.6M
|
+$765K
|
+18,417
|
+4%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$20.1M
|
-$65.4K
|
-1,574
|
-0.3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2M
|
+$896K
|
+21,567
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
+$647K
|
+15,574
|
+4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$439K
|
+10,565
|
+2%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$15.5M
|
+$928K
|
+22,319
|
+6%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.1M
|
-$1.34M
|
-32,208
|
-8%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$13.5M
|
+$440K
|
+10,581
|
+3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$12.3M
|
-$271K
|
-6,520
|
-2%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$12.1M
|
+$361K
|
+8,690
|
+3%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$11M
|
-$451K
|
-10,840
|
-4%
|
|
