|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$43.6M
|
+$1.94M
|
+36,124
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.6M
|
+$3.89M
|
+72,383
|
+15%
|
|
|
3
|
|
$26.5M
|
+$1.11M
|
+20,633
|
+4%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$22.8M
|
-$5.71M
|
-106,368
|
-20%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$21.8M
|
-$411K
|
-7,644
|
-2%
|
|
|
6
|
Facet Wealth Inc
Baltimore,
Maryland
|
$19.9M
|
+$2.08M
|
+38,764
|
+12%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.1M
|
-$486K
|
-9,044
|
-3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$17.2M
|
+$560K
|
+10,432
|
+3%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$16.9M
|
+$893K
|
+16,636
|
+6%
|
|
|
10
|
HSBC Holdings
London,
United Kingdom
|
$16.7M
|
+$1.8M
|
+33,591
|
+12%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$16.7M
|
+$1M
|
+18,675
|
+6%
|
|
|
12
|
Klingman & Associates
New York
|
$11.7M
|
+$1.26M
|
+23,430
|
+12%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
+$246K
|
+4,575
|
+2%
|
|
|
14
|
|
$10.5M
|
+$10.6M
|
+196,442
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.6M
|
+$17.6K
|
+328
|
+0.2%
|
|
|
16
|
|
$9.54M
|
+$980K
|
+18,255
|
+11%
|
|
|
17
|
Opal Wealth Advisors
Jericho,
New York
|
$7.75M
|
-$974K
|
-18,128
|
-11%
|
|
|
18
|
MYeCFO
La Jolla,
California
|
$7.15M
|
-$94.5K
|
-1,760
|
-1%
|
|
|
19
|
|
$6.48M
|
+$841K
|
+15,660
|
+15%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.35M
|
+$738K
|
+13,744
|
+13%
|
|
|
21
|
|
$6.24M
|
+$1.27M
|
+23,660
|
+25%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.05M
|
+$360K
|
+6,708
|
+6%
|
|
|
23
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6M
|
–
|
–
|
–
|
|
|
24
|
NBT Bank
Norwich,
New York
|
$5.75M
|
+$576K
|
+10,718
|
+11%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$5.51M
|
+$506K
|
+9,422
|
+10%
|
|
