|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$118M
|
+$11.5M
|
+264,590
|
+11%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$100M
|
+$1.1M
|
+25,258
|
+1%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$91M
|
-$1.08M
|
-24,867
|
-1%
|
|
|
4
|
|
$80.3M
|
+$1.46M
|
+33,569
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$79.1M
|
-$1.25M
|
-28,831
|
-2%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$66.4M
|
-$1.12M
|
-25,689
|
-2%
|
|
|
7
|
|
$56.5M
|
-$3.07M
|
-70,746
|
-5%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$39.7M
|
–
|
–
|
–
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$39.2M
|
-$1.07M
|
-24,519
|
-3%
|
|
|
10
|
|
$32.1M
|
+$2.45M
|
+56,500
|
+9%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$30.6M
|
-$127K
|
-2,932
|
-0.4%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$28.6M
|
+$467K
|
+10,756
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$26.3M
|
-$21.6M
|
-496,993
|
-46%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25.4M
|
+$899K
|
+20,687
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.6M
|
+$1.57M
|
+36,083
|
+8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$22.5M
|
-$1.53M
|
-35,143
|
-7%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$20.9M
|
-$393K
|
-9,041
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
-$252K
|
-5,807
|
-1%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$20.1M
|
+$560K
|
+12,888
|
+3%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.3M
|
+$4.85M
|
+111,559
|
+54%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$13.6M
|
-$895K
|
-20,602
|
-6%
|
|
|
22
|
Sand Hill Global Advisors
Palo Alto,
California
|
$13.6M
|
-$119K
|
-2,730
|
-0.9%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
+$9.43K
|
+217
|
+0.1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
-$4.71M
|
-108,457
|
-28%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.6M
|
-$164K
|
-3,764
|
-1%
|
|
