|
1
|
Wells Fargo
San Francisco,
California
|
$402M
|
-$3.53M
|
-68,038
|
-0.9%
|
|
|
2
|
|
$205M
|
+$14.5M
|
+279,194
|
+8%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$116M
|
+$2.35M
|
+45,384
|
+2%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$114M
|
+$19M
|
+366,592
|
+22%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$108M
|
+$2.59M
|
+49,920
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$88.6M
|
+$2.89M
|
+55,812
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$60.9M
|
+$10M
|
+193,358
|
+21%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$53.2M
|
-$335K
|
-6,450
|
-0.7%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$47M
|
+$9.74M
|
+187,752
|
+29%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$33.3M
|
+$4.14M
|
+79,896
|
+16%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$2.44M
|
+47,018
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.2M
|
+$211K
|
+4,070
|
+0.7%
|
|
|
13
|
Piershale Financial Group
Barrington,
Illinois
|
$25.5M
|
+$23.3M
|
+450,092
|
New
|
|
|
14
|
Cerity Partners OCIO
New York
|
$23.4M
|
+$487K
|
+9,390
|
+2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$16.6M
|
-$36.3K
|
-700
|
-0.2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.3M
|
+$4.19M
|
+80,870
|
+39%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$16.2M
|
-$32.2K
|
-620
|
-0.2%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$15.8M
|
+$633K
|
+12,204
|
+5%
|
|
|
19
|
Simply Money Advisors
Cincinnati,
Ohio
|
$15.2M
|
-$715K
|
-13,794
|
-5%
|
|
|
20
|
Noven Financial Group
Denver,
Colorado
|
$14.2M
|
+$12.5M
|
+241,722
|
+2,749%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.2M
|
-$604K
|
-11,652
|
-4%
|
|
|
22
|
Bailard
Foster City,
California
|
$13M
|
+$11.9M
|
+229,622
|
New
|
|
|
23
|
|
$13M
|
-$10.5M
|
-203,106
|
-47%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.9M
|
-$471K
|
-9,086
|
-4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
-$246K
|
-4,738
|
-2%
|
|
