|
1
|
Wells Fargo
San Francisco,
California
|
$497M
|
-$243M
|
-3,236,292
|
-26%
|
|
|
2
|
|
$222M
|
+$40.5M
|
+538,808
|
+15%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$116M
|
-$3.58M
|
-47,598
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
-$4.68M
|
-62,228
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$88M
|
+$28.2M
|
+374,846
|
+30%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$86.5M
|
-$21.2M
|
-281,952
|
-15%
|
|
|
7
|
Natixis Advisors
Boston,
Massachusetts
|
$83.1M
|
+$29.4M
|
+391,522
|
+35%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.3M
|
-$3.68M
|
-48,990
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.3M
|
+$2.82M
|
+37,462
|
+3%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$38.7M
|
-$1.18M
|
-15,700
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$38M
|
+$4.42M
|
+58,830
|
+9%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$33.4M
|
-$2.99M
|
-39,810
|
-6%
|
|
|
13
|
Evensky & Katz
Coral Gables,
Florida
|
$30.5M
|
-$4.58M
|
-60,934
|
-10%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$30M
|
-$7.71M
|
-102,630
|
-16%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.9M
|
-$235K
|
-3,124
|
-0.6%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$27.4M
|
+$4.56M
|
+60,662
|
+14%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$26.2M
|
-$7.4M
|
-98,418
|
-17%
|
|
|
18
|
Palladium Partners
Norfolk,
Virginia
|
$24.2M
|
+$507K
|
+6,740
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$24M
|
-$17.8M
|
-237,248
|
-35%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.2M
|
-$2.77M
|
-36,818
|
-8%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.9M
|
+$35.7M
|
+475,248
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$21.4M
|
-$307K
|
-4,090
|
-1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
-$3.78M
|
-50,262
|
-12%
|
|
|
24
|
|
$18.7M
|
-$6.65M
|
-88,514
|
-21%
|
|
|
25
|
BOK Financial
Tulsa,
Oklahoma
|
$18.7M
|
-$270K
|
-3,598
|
-1%
|
|
