|
1
|
|
$247M
|
+$13.8M
|
+210,248
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$243M
|
-$124M
|
-1,896,014
|
-35%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$161M
|
+$5.93M
|
+90,500
|
+4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$142M
|
-$1.84M
|
-28,124
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
+$12.6M
|
+191,694
|
+12%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$126M
|
-$11.5M
|
-175,966
|
-9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$78.9M
|
+$11.3M
|
+172,824
|
+18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$73.3M
|
+$7.34M
|
+112,134
|
+12%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$65.9M
|
+$3.59M
|
+54,758
|
+6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.7M
|
+$7.05M
|
+107,688
|
+16%
|
|
|
11
|
PineBridge Investments
New York
|
$52M
|
+$48.6M
|
+742,312
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$48M
|
-$15.2K
|
-232
|
-0%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$47.8M
|
-$232K
|
-3,536
|
-0.5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$27.9M
|
+$300K
|
+4,578
|
+1%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$26.4M
|
-$349K
|
-5,336
|
-1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25M
|
+$1.28M
|
+19,516
|
+6%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.9M
|
-$1.43M
|
-21,852
|
-6%
|
|
|
18
|
Probity Advisors
Dallas,
Texas
|
$21.4M
|
+$12.8M
|
+194,786
|
+177%
|
|
|
19
|
Noven Financial Group
Denver,
Colorado
|
$20.8M
|
+$1.16M
|
+17,640
|
+6%
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$19M
|
-$303K
|
-4,620
|
-2%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19M
|
-$198K
|
-3,028
|
-1%
|
|
|
22
|
Bailard
Foster City,
California
|
$18.8M
|
+$750K
|
+11,460
|
+4%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.7M
|
+$7.5M
|
+114,552
|
+75%
|
|
|
24
|
FundX Investment Group
San Francisco,
California
|
$18.5M
|
-$2.66M
|
-40,598
|
-13%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$16.8M
|
-$438K
|
-6,684
|
-3%
|
|
