|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$152M
|
+$14.8M
|
+305,060
|
+10%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$99.1M
|
+$2.06M
|
+42,521
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$97.1M
|
+$11.7M
|
+241,337
|
+13%
|
|
|
4
|
|
$84.1M
|
+$283K
|
+5,843
|
+0.3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$73.7M
|
+$1.07M
|
+21,961
|
+1%
|
|
|
6
|
|
$54.4M
|
+$1.19M
|
+24,636
|
+2%
|
|
|
7
|
TIAA Wealth Investment Management
New York
|
$46.7M
|
+$49.7M
|
+1,024,984
|
New
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
$40.2M
|
-$349K
|
-7,194
|
-0.8%
|
|
|
9
|
Vontobel Holding
Zurich,
Switzerland
|
$37.6M
|
-$1.46M
|
-30,000
|
-4%
|
|
|
10
|
|
$35M
|
+$1.15M
|
+23,618
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$33.9M
|
+$1.61M
|
+33,168
|
+5%
|
|
|
12
|
TIAA-CREF Individual & Institutional Services
New York
|
$33.3M
|
+$34.4M
|
+708,994
|
New
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$30.2M
|
-$368K
|
-7,593
|
-1%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$29.2M
|
-$3.16M
|
-65,069
|
-9%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.6M
|
+$1.18M
|
+24,350
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
+$994K
|
+20,485
|
+4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
+$2.48M
|
+51,025
|
+11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
-$4.47M
|
-92,055
|
-16%
|
|
|
19
|
Sand Hill Global Advisors
Palo Alto,
California
|
$22.2M
|
-$106K
|
-2,189
|
-0.5%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$21.7M
|
-$107K
|
-2,205
|
-0.5%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$21.3M
|
-$40.2K
|
-829
|
-0.2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$2.08M
|
+42,911
|
+11%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18M
|
+$2.45M
|
+50,596
|
+15%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.5M
|
+$2.1M
|
+43,213
|
+15%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$14.5M
|
+$115K
|
+2,361
|
+0.8%
|
|
