|
1
|
Wells Fargo
San Francisco,
California
|
$496M
|
+$9.99M
|
+100,077
|
+2%
|
|
|
2
|
|
$455M
|
-$2.48M
|
-24,871
|
-0.5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$370M
|
-$30.4M
|
-303,966
|
-8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$249M
|
+$1.25M
|
+12,513
|
+0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$246M
|
+$2.63M
|
+26,346
|
+1%
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$243M
|
-$34.7K
|
-348
|
-13%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$215M
|
+$21.4M
|
+214,239
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$185M
|
+$23.4M
|
+234,332
|
+15%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$138M
|
+$29.8M
|
+297,990
|
+28%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$94.1M
|
+$798K
|
+7,993
|
+0.9%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$87.6M
|
-$3.66M
|
-36,627
|
-4%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$84.7M
|
-$2.18M
|
-21,790
|
-3%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$84.5M
|
+$5.5M
|
+55,060
|
+7%
|
|
|
14
|
Bank of New York Mellon
New York
|
$80.7M
|
+$5.54M
|
+55,487
|
+7%
|
|
|
15
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$72.8M
|
+$492K
|
+4,926
|
+0.7%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$67.1M
|
+$6.16M
|
+61,732
|
+10%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60M
|
-$7.9M
|
-79,136
|
-12%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$58.6M
|
+$1.44M
|
+14,441
|
+3%
|
|
|
19
|
|
$50.1M
|
+$3.75M
|
+37,524
|
+8%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.8M
|
+$9.88M
|
+98,959
|
+26%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.8M
|
+$2.16M
|
+21,607
|
+5%
|
|
|
22
|
Willis Johnson & Associates
Houston,
Texas
|
$40.1M
|
+$303K
|
+3,037
|
+0.8%
|
|
|
23
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$39.2M
|
+$15.3M
|
+153,080
|
+65%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$39M
|
-$1.1M
|
-10,967
|
-3%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$36.9M
|
+$2M
|
+20,040
|
+6%
|
|
