|
1
|
|
$239M
|
-$18.3M
|
-264,744
|
-7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$216M
|
-$23.5M
|
-339,598
|
-10%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$182M
|
+$11.2M
|
+161,364
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
-$9.73M
|
-140,816
|
-6%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$145M
|
+$273K
|
+3,950
|
+0.2%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$120M
|
-$750K
|
-10,852
|
-0.6%
|
|
|
7
|
PineBridge Investments
New York
|
$68.5M
|
+$1.2M
|
+17,400
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67.1M
|
+$2.55M
|
+36,908
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$60.3M
|
-$14.9M
|
-215,830
|
-20%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$59.3M
|
-$5.89M
|
-85,170
|
-9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.7M
|
+$3.74M
|
+54,094
|
+8%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$51M
|
+$3.39M
|
+49,022
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$36.2M
|
-$6.21M
|
-89,912
|
-15%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$35.4M
|
+$3.48M
|
+50,320
|
+11%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$25.3M
|
+$602K
|
+8,708
|
+2%
|
|
|
16
|
Probity Advisors
Dallas,
Texas
|
$20.8M
|
-$6.08K
|
-88
|
-0%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.8M
|
+$455K
|
+6,586
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.5M
|
-$5.77M
|
-83,432
|
-23%
|
|
|
19
|
Bailard
Foster City,
California
|
$19.2M
|
+$192K
|
+2,784
|
+1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
-$1.67M
|
-24,220
|
-8%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$18.3M
|
-$425K
|
-6,156
|
-2%
|
|
|
22
|
Noven Financial Group
Denver,
Colorado
|
$17.4M
|
-$3.32M
|
-48,046
|
-16%
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$16.4M
|
+$883K
|
+12,774
|
+6%
|
|
|
24
|
|
$16M
|
+$7.53M
|
+108,984
|
+91%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$15.6M
|
+$284K
|
+4,112
|
+2%
|
|
