|
1
|
Wells Fargo
San Francisco,
California
|
$476M
|
-$30.4M
|
-284,663
|
-6%
|
|
|
2
|
|
$444M
|
-$20.2M
|
-189,211
|
-4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$387M
|
+$10M
|
+94,030
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$237M
|
-$13.6M
|
-126,861
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$205M
|
-$51.5M
|
-482,194
|
-19%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$198M
|
-$23.4M
|
-218,587
|
-10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$185M
|
-$4.05M
|
-37,870
|
-2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137M
|
-$3.24M
|
-30,311
|
-2%
|
|
|
9
|
Bank of New York Mellon
New York
|
$89.9M
|
+$7.94M
|
+74,271
|
+9%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$86.2M
|
+$58.9K
|
+551
|
+0.1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$83.8M
|
-$5.78M
|
-54,113
|
-6%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$83.8M
|
-$2.75M
|
-25,724
|
-3%
|
|
|
13
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$73M
|
-$1.2M
|
-11,196
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$72.4M
|
-$24.5M
|
-229,466
|
-25%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$69.6M
|
+$1.2M
|
+11,268
|
+2%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$68.5M
|
+$71.2M
|
+665,969
|
+304,095%
|
|
|
17
|
Evensky & Katz
Coral Gables,
Florida
|
$64.2M
|
+$4.62M
|
+43,274
|
+7%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.1M
|
-$133K
|
-1,247
|
-0.2%
|
|
|
19
|
|
$50.8M
|
+$1.71M
|
+15,980
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.8M
|
+$4.31M
|
+40,294
|
+9%
|
|
|
21
|
Willis Johnson & Associates
Houston,
Texas
|
$40.6M
|
-$312K
|
-2,921
|
-0.7%
|
|
|
22
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$39.6M
|
+$41.2M
|
+385,302
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.1M
|
-$11.1M
|
-103,721
|
-21%
|
|
|
24
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$38.7M
|
-$1.26M
|
-11,812
|
-3%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$37.9M
|
-$1.92M
|
-17,943
|
-5%
|
|
