|
1
|
Wells Fargo
San Francisco,
California
|
$348M
|
+$6.4M
|
+113,756
|
+2%
|
|
|
2
|
|
$146M
|
+$2.24M
|
+39,768
|
+1%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$108M
|
+$984K
|
+17,486
|
+0.9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$91.7M
|
+$11.6M
|
+206,512
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$76.8M
|
+$2.5M
|
+44,422
|
+3%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$46.4M
|
+$48.6M
|
+863,796
|
+43,018%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$34M
|
+$8.81M
|
+156,572
|
+32%
|
|
|
8
|
|
$28.2M
|
+$8.44K
|
+150
|
+0%
|
|
|
9
|
|
$28.1M
|
-$3.57M
|
-63,490
|
-11%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$26.8M
|
+$1.52M
|
+27,026
|
+6%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$21.8M
|
+$256K
|
+4,544
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
-$95.8K
|
-1,702
|
-0.4%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$18.9M
|
-$159K
|
-2,822
|
-0.8%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$17.3M
|
+$11M
|
+196,156
|
+155%
|
|
|
15
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$15.9M
|
-$6.36M
|
-112,922
|
-28%
|
|
|
16
|
GHP Investment Advisors
Denver,
Colorado
|
$15.5M
|
+$108K
|
+1,922
|
+0.7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
-$3.27M
|
-58,028
|
-17%
|
|
|
18
|
Simply Money Advisors
Cincinnati,
Ohio
|
$14.6M
|
+$315K
|
+5,590
|
+2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$13.1M
|
+$1.06M
|
+18,870
|
+8%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.6M
|
+$66.8K
|
+1,186
|
+0.5%
|
|
|
21
|
City National Bank
Beverly Hills,
Delaware
|
$11.9M
|
+$499K
|
+8,866
|
+4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
+$1.17M
|
+20,828
|
+11%
|
|
|
23
|
|
$10.7M
|
-$1.92M
|
-34,146
|
-15%
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
$9.79M
|
+$87.7K
|
+1,558
|
+0.9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.19M
|
-$1.31M
|
-23,326
|
-12%
|
|
