|
1
|
Wells Fargo
San Francisco,
California
|
$404M
|
-$20.7M
|
-300,050
|
-5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$283M
|
+$20.8M
|
+301,114
|
+8%
|
|
|
3
|
|
$271M
|
+$3.42M
|
+49,442
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$138M
|
+$5.29M
|
+76,594
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$392K
|
+5,676
|
+0.3%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$104M
|
-$13M
|
-188,358
|
-11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.2M
|
-$4.52M
|
-65,416
|
-6%
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$67.8M
|
+$17.3M
|
+250,618
|
+33%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.7M
|
-$21.2M
|
-307,024
|
-26%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$49M
|
+$510K
|
+7,386
|
+1%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$43.9M
|
+$5.62M
|
+81,336
|
+14%
|
|
|
12
|
Evensky & Katz
Coral Gables,
Florida
|
$40.1M
|
+$1.23M
|
+17,852
|
+3%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$36M
|
+$702K
|
+10,156
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.5M
|
+$89.4K
|
+1,294
|
+0.2%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$34M
|
-$2.08M
|
-30,054
|
-6%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.6M
|
-$3.76M
|
-54,394
|
-10%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$31.8M
|
-$3.03M
|
-43,798
|
-9%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$26.7M
|
-$3.81M
|
-55,118
|
-12%
|
|
|
19
|
Palladium Partners
Norfolk,
Virginia
|
$26.3M
|
-$577K
|
-8,358
|
-2%
|
|
|
20
|
Equitable Holdings
New York
|
$25.6M
|
-$920K
|
-13,320
|
-3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$24.4M
|
-$3.08M
|
-44,554
|
-11%
|
|
|
22
|
|
$22.6M
|
-$1.32M
|
-19,086
|
-5%
|
|
|
23
|
BOK Financial
Tulsa,
Oklahoma
|
$22.4M
|
-$449K
|
-6,494
|
-2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
-$5.23M
|
-75,724
|
-19%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.4M
|
-$563K
|
-8,146
|
-2%
|
|
