|
1
|
Wells Fargo
San Francisco,
California
|
$501M
|
-$15.2M
|
-193,454
|
-3%
|
|
|
2
|
|
$382M
|
+$31.8M
|
+405,068
|
+10%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$349M
|
-$12.9M
|
-164,495
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$178M
|
+$551K
|
+7,026
|
+0.3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$161M
|
+$18.5M
|
+235,882
|
+14%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$115M
|
-$17.1M
|
-217,968
|
-14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$11.2M
|
+143,259
|
+13%
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$84.5M
|
-$2.07M
|
-26,371
|
-3%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$70.8M
|
-$3.91M
|
-49,831
|
-6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$65.5M
|
+$2.21M
|
+28,179
|
+4%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$64M
|
+$7.09M
|
+90,344
|
+14%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$59.7M
|
+$12.4M
|
+157,842
|
+30%
|
|
|
13
|
People's United Financial
Bridgeport,
Connecticut
|
$53.2M
|
+$45.5M
|
+579,589
|
+1,579%
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$52.7M
|
+$1.29M
|
+16,387
|
+3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$46.7M
|
+$1.13M
|
+14,427
|
+3%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$42.9M
|
-$551K
|
-7,024
|
-1%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41.5M
|
-$265K
|
-3,375
|
-0.7%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$40M
|
-$553K
|
-7,047
|
-1%
|
|
|
19
|
Palladium Partners
Norfolk,
Virginia
|
$36.3M
|
+$2.36M
|
+30,027
|
+8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$32.6M
|
+$1.26M
|
+16,024
|
+4%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$31.4M
|
-$2.48M
|
-31,581
|
-8%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.5M
|
+$1.68M
|
+21,412
|
+6%
|
|
|
23
|
Equitable Holdings
New York
|
$30.4M
|
-$2.12M
|
-27,011
|
-7%
|
|
|
24
|
Willis Johnson & Associates
Houston,
Texas
|
$30.2M
|
+$27.5M
|
+350,052
|
New
|
|
|
25
|
BOK Financial
Tulsa,
Oklahoma
|
$28.5M
|
-$75.8K
|
-966
|
-0.3%
|
|
