|
1
|
Bank of America
Charlotte,
North Carolina
|
$812M
|
-$20.9M
|
-346,571
|
-3%
|
|
|
2
|
|
$171M
|
+$12.4M
|
+206,736
|
+8%
|
|
|
3
|
|
$154M
|
+$6.12M
|
+101,673
|
+4%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$144M
|
+$233K
|
+3,871
|
+0.2%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$133M
|
+$10.2M
|
+168,800
|
+9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$107M
|
-$1.22M
|
-20,245
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$69.3M
|
-$50.3M
|
-836,439
|
-43%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.2M
|
-$4.08M
|
-67,796
|
-8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.3M
|
-$377K
|
-6,260
|
-0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$41.2M
|
+$3.12M
|
+51,890
|
+9%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$40.7M
|
+$468K
|
+7,780
|
+1%
|
|
|
12
|
RhumbLine Advisers
Boston,
Massachusetts
|
$24.6M
|
+$4.57M
|
+76,005
|
+24%
|
|
|
13
|
|
$21.1M
|
+$4.42M
|
+73,502
|
+28%
|
|
|
14
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$19.6M
|
+$5.88M
|
+97,695
|
+45%
|
|
|
15
|
Venturi Wealth Management
Austin,
Texas
|
$19.1M
|
+$11.6M
|
+193,062
|
+174%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.9M
|
-$836K
|
-13,893
|
-5%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$17.6M
|
-$1.89M
|
-31,465
|
-10%
|
|
|
18
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$17.3M
|
+$115K
|
+1,916
|
+0.7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.8M
|
-$742K
|
-12,326
|
-4%
|
|
|
20
|
Banco Santander
Madrid,
Spain
|
$16.6M
|
-$47.9K
|
-796
|
-0.3%
|
|
|
21
|
SimplyRich
Carlsbad,
California
|
$15.9M
|
-$245K
|
-4,067
|
-2%
|
|
|
22
|
Securian Asset Management
St Paul,
Minnesota
|
$15.2M
|
–
|
–
|
–
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$14.2M
|
-$386K
|
-6,415
|
-3%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.4M
|
-$413K
|
-6,866
|
-3%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$12.4M
|
+$168K
|
+2,799
|
+1%
|
|
