|
1
|
Wells Fargo
San Francisco,
California
|
$1.24B
|
+$85.6M
|
+1,636,044
|
+7%
|
|
|
2
|
|
$315M
|
-$30.8M
|
-588,392
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$9.16M
|
+174,980
|
+5%
|
|
|
4
|
|
$160M
|
-$1.72M
|
-32,912
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$122M
|
-$2.82M
|
-53,864
|
-2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$118M
|
+$113M
|
+2,158,248
|
+711%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$108M
|
+$783K
|
+14,956
|
+0.7%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$103M
|
+$112M
|
+2,141,292
|
+5,353,230%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$79.9M
|
-$1.27M
|
-24,300
|
-1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$73.6M
|
-$84.2K
|
-1,608
|
-0.1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.2M
|
-$64M
|
-1,221,780
|
-46%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.2M
|
+$3.32M
|
+63,496
|
+5%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$50.6M
|
+$3.85M
|
+73,548
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$50.1M
|
-$22.6M
|
-431,256
|
-29%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$49.4M
|
+$23.7M
|
+453,556
|
+78%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$48.6M
|
+$12.3M
|
+235,944
|
+30%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$47.6M
|
-$1.58M
|
-30,236
|
-3%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40.8M
|
-$990K
|
-18,908
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38M
|
-$2.46M
|
-47,004
|
-6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.7M
|
-$5.23M
|
-99,936
|
-12%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$31.8M
|
-$2.95M
|
-56,296
|
-8%
|
|
|
22
|
BOK Financial
Tulsa,
Oklahoma
|
$31.3M
|
+$1.42M
|
+27,036
|
+4%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$26.8M
|
-$1.23M
|
-23,580
|
-4%
|
|
|
24
|
|
$26.1M
|
-$365K
|
-6,980
|
-1%
|
|
|
25
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$25.5M
|
-$548K
|
-10,468
|
-2%
|
|
