|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$135M
|
+$14.2M
|
+311,407
|
+12%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$99.4M
|
-$3.43M
|
-75,246
|
-3%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$94.9M
|
+$2.14M
|
+46,838
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$83.8M
|
+$3.16M
|
+69,249
|
+4%
|
|
|
5
|
|
$82M
|
+$122K
|
+2,676
|
+0.2%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$71.1M
|
+$3.33M
|
+72,987
|
+5%
|
|
|
7
|
|
$52.1M
|
-$5.43M
|
-119,085
|
-10%
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
$39.6M
|
-$338K
|
-7,413
|
-0.9%
|
|
|
9
|
Vontobel Holding
Zurich,
Switzerland
|
$38.2M
|
-$2.28M
|
-50,000
|
-6%
|
|
|
10
|
|
$33.1M
|
+$408K
|
+8,953
|
+1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$31.6M
|
+$4.73M
|
+103,752
|
+18%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$31.6M
|
+$350K
|
+7,682
|
+1%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$29.8M
|
+$645K
|
+14,151
|
+2%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.8M
|
+$955K
|
+20,943
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$26.4M
|
+$3.49M
|
+76,490
|
+15%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
+$1.03M
|
+22,637
|
+5%
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
$21.8M
|
+$7.89M
|
+173,086
|
+57%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$21.3M
|
-$6.7K
|
-147
|
-0%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$21.3M
|
+$489K
|
+10,721
|
+2%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$20.9M
|
+$411K
|
+9,008
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$5.94M
|
+130,314
|
+51%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.2M
|
+$677K
|
+14,844
|
+5%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$14.1M
|
+$343K
|
+7,522
|
+3%
|
|
|
24
|
Accredited Investors
Edina,
Minnesota
|
$13.8M
|
-$52.9K
|
-1,161
|
-0.4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$158K
|
+3,469
|
+1%
|
|
