|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$58.7M
|
+$3.04M
|
+56,695
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
+$4.86M
|
+90,775
|
+16%
|
|
|
3
|
High Probability Advisors
Pittsford,
New York
|
$33.7M
|
-$4.01M
|
-74,779
|
-11%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$29.5M
|
+$6.6M
|
+123,158
|
+29%
|
|
|
5
|
|
$29.3M
|
+$2.93M
|
+54,767
|
+11%
|
|
|
6
|
Facet Wealth Inc
Baltimore,
Maryland
|
$27.3M
|
+$3.24M
|
+60,420
|
+14%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$25.4M
|
+$1.98M
|
+36,959
|
+8%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$23.3M
|
+$1.07M
|
+19,989
|
+5%
|
|
|
9
|
Satovsky Asset Management
New York
|
$17.3M
|
-$251K
|
-4,685
|
-1%
|
|
|
10
|
HSBC Holdings
London,
United Kingdom
|
$17.3M
|
+$15.8M
|
+295,475
|
+1,070%
|
|
|
11
|
Legacy Edge Advisors
Syosset,
New York
|
$15.7M
|
+$900K
|
+16,808
|
+6%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$14.6M
|
+$568K
|
+10,602
|
+4%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$13M
|
+$3.13M
|
+58,513
|
+32%
|
|
|
14
|
Klingman & Associates
New York
|
$12.6M
|
+$138K
|
+2,583
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$870K
|
+16,249
|
+8%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$11.1M
|
+$1.31M
|
+24,399
|
+13%
|
|
|
17
|
|
$9.36M
|
+$4.47M
|
+83,431
|
+91%
|
|
|
18
|
|
$8.36M
|
+$295K
|
+5,507
|
+4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.25M
|
+$434K
|
+8,104
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$8.09M
|
-$62.3K
|
-1,164
|
-0.8%
|
|
|
21
|
MYeCFO
La Jolla,
California
|
$6.7M
|
-$123K
|
-2,300
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.2M
|
+$180K
|
+3,354
|
+3%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$5.79M
|
+$1.72M
|
+32,196
|
+42%
|
|
|
24
|
NBT Bank
Norwich,
New York
|
$5.38M
|
+$216K
|
+4,035
|
+4%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$5.32M
|
+$375K
|
+7,003
|
+8%
|
|
