|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$52.1M
|
+$8.97M
|
+168,606
|
+21%
|
|
|
2
|
High Probability Advisors
Pittsford,
New York
|
$33.5M
|
+$11.1M
|
+208,265
|
+49%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.7M
|
+$464K
|
+8,715
|
+2%
|
|
|
4
|
|
$26.7M
|
+$445K
|
+8,357
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$22.6M
|
+$1M
|
+18,812
|
+5%
|
|
|
6
|
Facet Wealth Inc
Baltimore,
Maryland
|
$19.3M
|
-$28.1K
|
-527
|
-0.1%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.4M
|
+$503K
|
+9,442
|
+3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$17.6M
|
+$628K
|
+11,790
|
+4%
|
|
|
9
|
Satovsky Asset Management
New York
|
$17.5M
|
+$17.7M
|
+331,745
|
New
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$17.2M
|
+$481K
|
+9,036
|
+3%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$16.6M
|
+$56.6K
|
+1,063
|
+0.3%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$14.9M
|
-$1.63M
|
-30,685
|
-10%
|
|
|
13
|
Klingman & Associates
New York
|
$12M
|
+$402K
|
+7,559
|
+3%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$11.1M
|
+$310K
|
+5,824
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$813K
|
+15,269
|
+8%
|
|
|
16
|
|
$9.54M
|
+$3.16M
|
+59,420
|
+49%
|
|
|
17
|
|
$8.91M
|
-$534K
|
-10,035
|
-6%
|
|
|
18
|
MYeCFO
La Jolla,
California
|
$7.11M
|
+$37.8K
|
+710
|
+0.5%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.72M
|
+$444K
|
+8,333
|
+7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.37M
|
+$2.84M
|
+53,423
|
+79%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$6.26M
|
+$280K
|
+5,253
|
+5%
|
|
|
22
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$5.75M
|
-$188K
|
-3,525
|
-3%
|
|
|
23
|
NBT Bank
Norwich,
New York
|
$5.59M
|
-$96.1K
|
-1,805
|
-2%
|
|
|
24
|
|
$5.43M
|
-$749K
|
-14,076
|
-12%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$5.09M
|
-$361K
|
-6,787
|
-7%
|
|
