|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$40.5M
|
+$2.26M
|
+42,443
|
+6%
|
|
|
2
|
HSBC Holdings
London,
United Kingdom
|
$25.9M
|
+$11M
|
+206,375
|
+74%
|
|
|
3
|
|
$24.8M
|
+$530K
|
+9,951
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
-$782K
|
-14,691
|
-3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$21.9M
|
+$18.1M
|
+340,141
|
+490%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$19.5M
|
+$850K
|
+15,963
|
+5%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$17.9M
|
+$475K
|
+8,920
|
+3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$17.3M
|
+$727K
|
+13,642
|
+4%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$15.9M
|
+$1.38M
|
+25,830
|
+10%
|
|
|
10
|
Miracle Mile Advisors
Los Angeles,
California
|
$13.3M
|
+$2.99M
|
+56,069
|
+29%
|
|
|
11
|
Facet Wealth Inc
Baltimore,
Maryland
|
$11.3M
|
+$1.31M
|
+24,510
|
+13%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$10.6M
|
+$446K
|
+8,365
|
+4%
|
|
|
13
|
Klingman & Associates
New York
|
$9.5M
|
+$9.48M
|
+177,961
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.04M
|
+$655K
|
+12,301
|
+8%
|
|
|
15
|
Opal Wealth Advisors
Jericho,
New York
|
$8.79M
|
-$158K
|
-2,970
|
-2%
|
|
|
16
|
|
$8.29M
|
+$1.21M
|
+22,705
|
+17%
|
|
|
17
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$7.08M
|
+$276K
|
+5,190
|
+4%
|
|
|
18
|
MYeCFO
La Jolla,
California
|
$6.96M
|
+$3.84M
|
+72,068
|
+124%
|
|
|
19
|
L.J. Altfest & Co
New York
|
$5.92M
|
-$4.58M
|
-85,933
|
-44%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.53M
|
+$179K
|
+3,360
|
+3%
|
|
|
21
|
|
$5.27M
|
-$152K
|
-2,850
|
-3%
|
|
|
22
|
NBT Bank
Norwich,
New York
|
$5.26M
|
+$148K
|
+2,785
|
+3%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5M
|
+$311K
|
+5,844
|
+7%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.96M
|
-$610K
|
-11,456
|
-11%
|
|
|
25
|
|
$4.5M
|
+$4.28M
|
+80,302
|
+2,055%
|
|
