|
1
|
|
$248M
|
-$4.68M
|
-67,138
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$213M
|
-$14.5M
|
-207,264
|
-7%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$197M
|
+$3.35M
|
+48,038
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
-$981K
|
-14,058
|
-0.7%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$151M
|
-$2.12M
|
-30,336
|
-1%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$127M
|
-$302K
|
-4,324
|
-0.3%
|
|
|
7
|
PineBridge Investments
New York
|
$69.6M
|
-$2.96M
|
-42,400
|
-4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68.7M
|
-$2.31M
|
-33,166
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$64M
|
+$128K
|
+1,836
|
+0.2%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$63.2M
|
+$271K
|
+3,892
|
+0.5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.6M
|
+$4.47M
|
+64,034
|
+9%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$56M
|
+$1.8M
|
+25,872
|
+4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$53.1M
|
+$15.1M
|
+216,834
|
+43%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$37.3M
|
-$1.05M
|
-15,036
|
-3%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$26.5M
|
+$47.7K
|
+684
|
+0.2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
+$829K
|
+11,888
|
+4%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
$21.4M
|
-$575K
|
-8,246
|
-3%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20.8M
|
+$280K
|
+4,008
|
+1%
|
|
|
19
|
Bailard
Foster City,
California
|
$20.3M
|
-$74.2K
|
-1,064
|
-0.4%
|
|
|
20
|
Noven Financial Group
Denver,
Colorado
|
$19.5M
|
+$936K
|
+13,422
|
+5%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$19.2M
|
-$183K
|
-2,624
|
-1%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
-$1.72M
|
-24,646
|
-9%
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$17.5M
|
+$106K
|
+1,518
|
+0.6%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
-$235K
|
-3,372
|
-2%
|
|
|
25
|
|
$15.4M
|
+$5.12M
|
+73,346
|
+55%
|
|
