|
1
|
Bank of America
Charlotte,
North Carolina
|
$346M
|
-$47M
|
-1,341,819
|
-12%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$294M
|
-$3.56M
|
-101,454
|
-1%
|
|
|
3
|
|
$131M
|
-$346K
|
-9,873
|
-0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$81.2M
|
+$84.4M
|
+2,408,768
|
New
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$78M
|
-$1.91M
|
-54,508
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$73.8M
|
-$5.39M
|
-153,842
|
-7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67M
|
+$9.48M
|
+270,590
|
+16%
|
|
|
8
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$45M
|
+$1.95M
|
+55,593
|
+4%
|
|
|
9
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$44.7M
|
-$24.8K
|
-708
|
-0.1%
|
|
|
10
|
Gray Financial Group
Atlanta,
Georgia
|
$35.1M
|
+$36.5M
|
+1,040,930
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$28.4M
|
-$6.66M
|
-190,028
|
-18%
|
|
|
12
|
BlackRock Investment Management
Wilmington,
Delaware
|
$28.3M
|
-$13.6M
|
-388,547
|
-32%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$26M
|
+$17.5M
|
+499,960
|
+184%
|
|
|
14
|
BlackRock Fund Advisors
San Francisco,
California
|
$22.7M
|
+$9.18M
|
+261,987
|
+64%
|
|
|
15
|
|
$19.9M
|
-$53.4M
|
-1,523,201
|
-72%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$19.8M
|
-$2.35M
|
-67,110
|
-10%
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$19.5M
|
+$6.76M
|
+192,809
|
+50%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
+$7.16M
|
+204,319
|
+59%
|
|
|
19
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$16.8M
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$1.18M
|
+33,732
|
+8%
|
|
|
21
|
Sentinel Asset Management
Montpelier,
Vermont
|
$14.3M
|
+$14.8M
|
+423,400
|
New
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$12.8M
|
+$1.12M
|
+31,862
|
+9%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$12.8M
|
+$23.8K
|
+680
|
+0.2%
|
|
|
24
|
Emerson Investment Management
Boston,
Massachusetts
|
$12.5M
|
+$139K
|
+3,959
|
+1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.6M
|
+$943K
|
+26,899
|
+8%
|
|
