|
1
|
Wells Fargo
San Francisco,
California
|
$400M
|
-$2.67M
|
-48,092
|
-0.6%
|
|
|
2
|
|
$165M
|
+$5.36M
|
+96,558
|
+3%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$105M
|
-$1.46M
|
-26,336
|
-1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$97.4M
|
+$905K
|
+16,298
|
+0.9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$73.8M
|
-$20.1M
|
-361,654
|
-20%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$53.8M
|
-$10.2M
|
-184,008
|
-15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$45.8M
|
+$4.55M
|
+81,960
|
+10%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$35.6M
|
+$1.73M
|
+31,158
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
+$1.28M
|
+22,992
|
+5%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$25.6M
|
+$1.14M
|
+20,500
|
+4%
|
|
|
11
|
|
$22.8M
|
-$5.21M
|
-93,838
|
-18%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$21M
|
+$13.3K
|
+240
|
+0.1%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$17.1M
|
+$1.73M
|
+31,194
|
+11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$16.9M
|
-$13.4M
|
-241,516
|
-44%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$15M
|
+$172K
|
+3,092
|
+1%
|
|
|
16
|
Simply Money Advisors
Cincinnati,
Ohio
|
$14.7M
|
+$70.1K
|
+1,262
|
+0.5%
|
|
|
17
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$14.5M
|
-$162K
|
-2,918
|
-1%
|
|
|
18
|
City National Bank
Beverly Hills,
Delaware
|
$14.4M
|
+$1.05M
|
+18,942
|
+7%
|
|
|
19
|
Piershale Financial Group
Barrington,
Illinois
|
$14M
|
+$3.27M
|
+58,804
|
+28%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14M
|
+$163K
|
+2,944
|
+1%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.8M
|
-$70.1K
|
-1,262
|
-0.5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.4M
|
+$1.76M
|
+31,624
|
+14%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
+$1.52M
|
+27,352
|
+12%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.9M
|
-$923K
|
-16,622
|
-6%
|
|
|
25
|
NorthRock Partners
Minneapolis,
Minnesota
|
$11.7M
|
+$2.29M
|
+41,234
|
+23%
|
|
