|
1
|
Wells Fargo
San Francisco,
California
|
$469M
|
-$41.8M
|
-409,450
|
-8%
|
|
|
2
|
|
$437M
|
+$2.82M
|
+27,627
|
+0.6%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$374M
|
+$12.9M
|
+126,251
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$231M
|
+$1.05M
|
+10,282
|
+0.4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$222M
|
-$1.44M
|
-14,113
|
-0.6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$163M
|
+$10.7M
|
+104,705
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$144M
|
+$13.9M
|
+136,396
|
+10%
|
|
|
8
|
Hamilton Capital
Columbus,
Ohio
|
$119M
|
+$3.76M
|
+36,843
|
+3%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96.6M
|
+$10.3M
|
+101,187
|
+11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$84.4M
|
-$238K
|
-2,332
|
-0.3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$83.7M
|
+$1.54M
|
+15,094
|
+2%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$82.4M
|
-$1.45M
|
-14,190
|
-2%
|
|
|
13
|
Barber Financial Group
Lenexa,
Kansas
|
$73.9M
|
+$7.36M
|
+72,188
|
+10%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$71.9M
|
+$1.39M
|
+13,627
|
+2%
|
|
|
15
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$67.5M
|
-$15.7M
|
-153,825
|
-18%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$66.7M
|
+$2.41M
|
+23,610
|
+3%
|
|
|
17
|
Bank of New York Mellon
New York
|
$61.5M
|
+$22.5M
|
+221,001
|
+51%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$55.1M
|
+$2.63M
|
+25,820
|
+5%
|
|
|
19
|
Evensky & Katz
Coral Gables,
Florida
|
$52.2M
|
+$569K
|
+5,581
|
+1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$48.8M
|
+$12.8M
|
+125,775
|
+32%
|
|
|
21
|
|
$43.9M
|
+$46.9M
|
+459,862
|
+9,922%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.1M
|
+$6.34M
|
+62,208
|
+16%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$37.3M
|
-$2.36M
|
-23,133
|
-6%
|
|
|
24
|
Willis Johnson & Associates
Houston,
Texas
|
$36.5M
|
+$1.18M
|
+11,560
|
+3%
|
|
|
25
|
BOK Financial
Tulsa,
Oklahoma
|
$36.2M
|
+$563K
|
+5,518
|
+1%
|
|
