|
1
|
Wells Fargo
San Francisco,
California
|
$3.87億
|
-$2630万
|
-474,202
|
-6%
|
|
|
2
|
|
$1.81億
|
+$1058万
|
+190,656
|
+6%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.08億
|
+$26.4万
|
+4,762
|
+0.2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.01億
|
+$9,097
|
+164
|
+0%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$8889万
|
+$3427万
|
+617,856
|
+60%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8159万
|
+$553万
|
+99,650
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5110万
|
+$395万
|
+71,216
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4834万
|
+$3320万
|
+598,472
|
+192%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$3474万
|
-$201万
|
-36,264
|
-5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2952万
|
+$1635万
|
+294,850
|
+117%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2877万
|
+$184万
|
+33,160
|
+7%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$2749万
|
+$111万
|
+20,000
|
+4%
|
|
|
13
|
|
$2335万
|
-$24.1万
|
-4,348
|
-1%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$2184万
|
+$22.1万
|
+3,980
|
+1%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$1987万
|
+$1839万
|
+331,594
|
+924%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1592万
|
-$173万
|
-31,226
|
-10%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$1547万
|
+$1.46万
|
+264
|
+0.1%
|
|
|
18
|
Simply Money Advisors
Cincinnati,
Ohio
|
$1525万
|
+$10.7万
|
+1,924
|
+0.7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1414万
|
+$35.6万
|
+6,420
|
+3%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1394万
|
-$30.9万
|
-5,576
|
-2%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1370万
|
-$131万
|
-23,570
|
-9%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1301万
|
+$47.3万
|
+8,534
|
+3%
|
|
|
23
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1297万
|
+$91.9万
|
+16,576
|
+7%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1281万
|
-$51.1万
|
-9,218
|
-4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1236万
|
+$36.1万
|
+6,500
|
+3%
|
|
