|
1
|
Wells Fargo
San Francisco,
California
|
$453M
|
+$10.8M
|
+181,532
|
+2%
|
|
|
2
|
|
$180M
|
+$104K
|
+1,750
|
+0.1%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$119M
|
-$489K
|
-8,216
|
-0.4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$109M
|
+$1.89M
|
+31,852
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
+$3.58M
|
+60,166
|
+4%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$71.2M
|
+$10.3M
|
+173,372
|
+17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$46.6M
|
-$40.6K
|
-682
|
-0.1%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$38.1M
|
-$1.34M
|
-22,552
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$32.4M
|
+$1.81M
|
+30,420
|
+6%
|
|
|
10
|
|
$31.2M
|
-$11.9M
|
-200,272
|
-27%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$28M
|
-$1M
|
-16,886
|
-3%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$27.5M
|
+$1.77M
|
+29,834
|
+7%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$23.5M
|
+$138K
|
+2,314
|
+0.6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$17.3M
|
+$1.18M
|
+19,904
|
+7%
|
|
|
15
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$16.5M
|
-$566K
|
-9,514
|
-3%
|
|
|
16
|
Simply Money Advisors
Cincinnati,
Ohio
|
$16.4M
|
-$60.8K
|
-1,022
|
-0.4%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$16M
|
-$457K
|
-7,686
|
-3%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.6M
|
+$622K
|
+10,458
|
+4%
|
|
|
19
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$15.5M
|
-$4.5M
|
-75,744
|
-22%
|
|
|
20
|
National Planning Corporation
El Segundo,
California
|
$15.1M
|
-$1.03M
|
-17,376
|
-6%
|
|
|
21
|
City National Bank
Beverly Hills,
Delaware
|
$15.1M
|
+$746K
|
+12,548
|
+5%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.8M
|
+$329K
|
+5,538
|
+2%
|
|
|
23
|
|
$14M
|
+$2.92M
|
+49,160
|
+26%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
+$150K
|
+2,518
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$244K
|
+4,102
|
+2%
|
|
