|
1
|
Wells Fargo
San Francisco,
California
|
$335M
|
-$56.2M
|
-915,570
|
-15%
|
|
|
2
|
|
$207M
|
-$7.69M
|
-125,404
|
-4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$138M
|
+$6.35M
|
+103,528
|
+5%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$129M
|
+$10M
|
+163,736
|
+9%
|
|
|
5
|
Portfolio Solutions
Royal Oak,
Michigan
|
$124M
|
-$2.86M
|
-46,620
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$4.38M
|
+71,354
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$58.5M
|
+$11.6M
|
+189,340
|
+25%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$58.3M
|
-$858K
|
-13,978
|
-1%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$55.3M
|
+$1.78M
|
+28,990
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.8M
|
+$2.12M
|
+34,556
|
+5%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$42.8M
|
+$2.28M
|
+37,202
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.2M
|
+$2.05M
|
+33,376
|
+5%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$24.1M
|
+$4.51M
|
+73,562
|
+23%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$23.9M
|
-$180K
|
-2,930
|
-0.8%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.7M
|
+$1.34M
|
+21,898
|
+6%
|
|
|
16
|
Bessemer Group
Woodbridge,
New Jersey
|
$21.9M
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21M
|
+$4.83M
|
+78,656
|
+30%
|
|
|
18
|
Probity Advisors
Dallas,
Texas
|
$19.4M
|
-$12.6M
|
-205,078
|
-65%
|
|
|
19
|
FundX Investment Group
San Francisco,
California
|
$19.1M
|
+$744K
|
+12,128
|
+4%
|
|
|
20
|
Noven Financial Group
Denver,
Colorado
|
$17.4M
|
+$1.34M
|
+21,782
|
+8%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$17.2M
|
-$217K
|
-3,538
|
-1%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.5M
|
-$188K
|
-3,066
|
-1%
|
|
|
23
|
Bailard
Foster City,
California
|
$16.1M
|
+$954K
|
+15,550
|
+6%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$15.4M
|
+$3.01M
|
+48,998
|
+25%
|
|
|
25
|
|
$14.8M
|
+$682K
|
+11,124
|
+5%
|
|
