|
1
|
Bank of America
Charlotte,
North Carolina
|
$522M
|
+$18.9M
|
+370,698
|
+4%
|
|
|
2
|
|
$149M
|
+$18.8M
|
+369,063
|
+14%
|
|
|
3
|
Alesco Advisors
Pittsford,
New York
|
$123M
|
+$54.7M
|
+1,075,359
|
+80%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$121M
|
+$21.2M
|
+417,381
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$120M
|
-$28.9M
|
-568,117
|
-19%
|
|
|
6
|
Cantor Fitzgerald Investment Advisors
New York
|
$88.7M
|
+$88.6M
|
+1,741,646
|
New
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78.2M
|
+$339K
|
+6,664
|
+0.4%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$55.6M
|
+$25.1M
|
+492,769
|
+82%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$53.9M
|
+$2.65M
|
+52,070
|
+5%
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$53.9M
|
–
|
–
|
–
|
|
|
11
|
MV Capital Management
Bethesda,
Maryland
|
$52.6M
|
+$4.88M
|
+95,868
|
+10%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$52.5M
|
-$33.7K
|
-662
|
-0.1%
|
|
|
13
|
Swiss Re
Zurich,
Switzerland
|
$50.9M
|
–
|
–
|
–
|
|
|
14
|
Prudential plc
London, England,
United Kingdom
|
$50.4M
|
+$50.3M
|
+988,984
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.8M
|
-$20.8M
|
-408,174
|
-31%
|
|
|
16
|
|
$42.7M
|
+$13.4M
|
+263,205
|
+46%
|
|
|
17
|
Davenport & Co
Richmond,
Virginia
|
$38.4M
|
+$2.4M
|
+47,117
|
+7%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.3M
|
+$32.9M
|
+647,441
|
+976%
|
|
|
19
|
Bank of New York Mellon
New York
|
$34M
|
-$3.56M
|
-70,025
|
-9%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$33.5M
|
+$280K
|
+5,507
|
+0.8%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$30.2M
|
+$5.37M
|
+105,631
|
+22%
|
|
|
22
|
Great Lakes Advisors
Chicago,
Illinois
|
$29.1M
|
+$1.37M
|
+27,013
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$27.4M
|
-$2.61M
|
-51,338
|
-9%
|
|
|
24
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$23.5M
|
+$427K
|
+8,390
|
+2%
|
|
|
25
|
Eastern Bank
Boston,
Massachusetts
|
$23M
|
-$86.4K
|
-1,700
|
-0.4%
|
|
