|
1
|
Wells Fargo
San Francisco,
California
|
$419M
|
-$173M
|
-2,764,752
|
-31%
|
|
|
2
|
|
$264M
|
-$4.67M
|
-74,494
|
-2%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$259M
|
+$146M
|
+2,324,930
|
+147%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
-$2.29M
|
-36,578
|
-2%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$115M
|
-$23.2M
|
-369,790
|
-18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$1.33M
|
+21,208
|
+1%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78.2M
|
-$12.2M
|
-194,960
|
-14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.5M
|
-$2.21M
|
-35,222
|
-3%
|
|
|
9
|
Natixis Advisors
Boston,
Massachusetts
|
$50.2M
|
-$47.6M
|
-759,416
|
-50%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$48.3M
|
+$2M
|
+31,826
|
+5%
|
|
|
11
|
Evensky & Katz
Coral Gables,
Florida
|
$38.3M
|
+$1.34M
|
+21,432
|
+4%
|
|
|
12
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$37.9M
|
+$35.5M
|
+565,934
|
+14,533%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.8M
|
-$417K
|
-6,654
|
-1%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$35.5M
|
-$10.6M
|
-169,736
|
-24%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.9M
|
-$1.36M
|
-21,620
|
-4%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$34.8M
|
+$1.52M
|
+24,260
|
+5%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$34.2M
|
+$2.38M
|
+37,904
|
+8%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$30M
|
-$9.92M
|
-158,068
|
-26%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.1M
|
+$203K
|
+3,234
|
+0.8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$27M
|
-$1.89M
|
-30,070
|
-7%
|
|
|
21
|
Palladium Partners
Norfolk,
Virginia
|
$26.5M
|
-$2.62M
|
-41,820
|
-9%
|
|
|
22
|
Equitable Holdings
New York
|
$26.1M
|
+$191K
|
+3,048
|
+0.8%
|
|
|
23
|
|
$23.7M
|
+$953K
|
+15,190
|
+4%
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
$22.5M
|
-$130K
|
-2,076
|
-0.6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.7M
|
+$843K
|
+13,442
|
+4%
|
|
