|
1
|
Wells Fargo
San Francisco,
California
|
$387M
|
-$26.3M
|
-474,202
|
-6%
|
|
|
2
|
|
$181M
|
+$10.6M
|
+190,656
|
+6%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$108M
|
+$264K
|
+4,762
|
+0.2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$101M
|
+$9.1K
|
+164
|
+0%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$88.9M
|
+$34.3M
|
+617,856
|
+60%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$81.6M
|
+$5.53M
|
+99,650
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$51.1M
|
+$3.95M
|
+71,216
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$48.3M
|
+$33.2M
|
+598,472
|
+192%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$34.7M
|
-$2.01M
|
-36,264
|
-5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.5M
|
+$16.4M
|
+294,850
|
+117%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.8M
|
+$1.84M
|
+33,160
|
+7%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$27.5M
|
+$1.11M
|
+20,000
|
+4%
|
|
|
13
|
|
$23.3M
|
-$241K
|
-4,348
|
-1%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$21.8M
|
+$221K
|
+3,980
|
+1%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$19.9M
|
+$18.4M
|
+331,594
|
+924%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$15.9M
|
-$1.73M
|
-31,226
|
-10%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$15.5M
|
+$14.6K
|
+264
|
+0.1%
|
|
|
18
|
Simply Money Advisors
Cincinnati,
Ohio
|
$15.3M
|
+$107K
|
+1,924
|
+0.7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.1M
|
+$356K
|
+6,420
|
+3%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.9M
|
-$309K
|
-5,576
|
-2%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$13.7M
|
-$1.31M
|
-23,570
|
-9%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13M
|
+$473K
|
+8,534
|
+3%
|
|
|
23
|
NorthRock Partners
Minneapolis,
Minnesota
|
$13M
|
+$919K
|
+16,576
|
+7%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.8M
|
-$511K
|
-9,218
|
-4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$12.4M
|
+$361K
|
+6,500
|
+3%
|
|
