|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$97.4M
|
+$3.48M
|
+90,026
|
+4%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$90.9M
|
-$9.43M
|
-243,722
|
-10%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$84.4M
|
-$4.2M
|
-108,376
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$73.7M
|
+$2.97M
|
+76,675
|
+4%
|
|
|
5
|
|
$72.2M
|
+$4.59M
|
+118,668
|
+7%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$62M
|
+$1.73M
|
+44,596
|
+3%
|
|
|
7
|
|
$54.7M
|
-$11.1M
|
-287,283
|
-18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$44.7M
|
+$489K
|
+12,632
|
+1%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$36.9M
|
-$3.1M
|
-79,984
|
-8%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$36.4M
|
+$3.1M
|
+80,000
|
+10%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$28.2M
|
+$991K
|
+25,602
|
+4%
|
|
|
12
|
|
$27.1M
|
-$65K
|
-1,678
|
-0.3%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$25.8M
|
+$3.42M
|
+88,260
|
+16%
|
|
|
14
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$24.1M
|
-$28.3M
|
-731,358
|
-56%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.4M
|
+$1.61M
|
+41,473
|
+8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$22.1M
|
-$4.21M
|
-108,791
|
-17%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$19.5M
|
-$1.97M
|
-50,788
|
-10%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.2M
|
+$343K
|
+8,852
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$450K
|
+11,624
|
+3%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$17.9M
|
+$1.13M
|
+29,097
|
+7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.2M
|
+$928K
|
+23,978
|
+7%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$13.3M
|
-$1.13M
|
-29,252
|
-8%
|
|
|
23
|
Sand Hill Global Advisors
Palo Alto,
California
|
$12.6M
|
-$392K
|
-10,133
|
-3%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$12.3M
|
-$849K
|
-21,925
|
-7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$1.01M
|
+26,034
|
+10%
|
|
