|
1
|
Wells Fargo
San Francisco,
California
|
$602M
|
-$34.7M
|
-494,699
|
-5%
|
|
|
2
|
|
$428M
|
+$4.46M
|
+63,442
|
+1%
|
|
|
3
|
|
$208M
|
-$681K
|
-9,702
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$207M
|
-$164K
|
-2,334
|
-0.1%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$174M
|
+$70M
|
+997,052
|
+57%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137M
|
-$45.1M
|
-641,583
|
-23%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$118M
|
-$4.38M
|
-62,408
|
-3%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$115M
|
-$5.85M
|
-83,316
|
-4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.1M
|
-$72.4M
|
-1,030,079
|
-40%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$62.7M
|
+$5.48M
|
+78,043
|
+9%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$55.1M
|
+$18.4M
|
+261,905
|
+43%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$55M
|
-$31.2M
|
-444,727
|
-34%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$54.3M
|
-$406K
|
-5,774
|
-0.7%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$54M
|
-$3.6M
|
-51,314
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$52.1M
|
-$2.26M
|
-32,246
|
-4%
|
|
|
16
|
Bank of New York Mellon
New York
|
$51.7M
|
-$2.05M
|
-29,173
|
-3%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$46.5M
|
+$5.14M
|
+73,164
|
+11%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.3M
|
+$1.94M
|
+27,549
|
+4%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$43M
|
-$1.3M
|
-18,573
|
-3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$42.3M
|
-$3.43M
|
-48,859
|
-7%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$42.2M
|
-$569K
|
-8,099
|
-1%
|
|
|
22
|
BOK Financial
Tulsa,
Oklahoma
|
$39.9M
|
-$387K
|
-5,515
|
-0.9%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.7M
|
-$20.3M
|
-289,550
|
-33%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.1M
|
+$35.9M
|
+511,785
|
+940%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$35.7M
|
-$7.58M
|
-107,986
|
-16%
|
|
