|
1
|
|
$252M
|
+$4.38M
|
+56,972
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$237M
|
+$16.4M
|
+213,190
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$233M
|
+$2.68M
|
+34,800
|
+1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$155M
|
+$545K
|
+7,082
|
+0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$151M
|
-$8.39M
|
-109,064
|
-5%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$119M
|
-$8.38M
|
-108,944
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$84.7M
|
+$6.29M
|
+81,804
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$75M
|
+$13.3M
|
+172,552
|
+21%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72.3M
|
+$5.17M
|
+67,286
|
+8%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$62.7M
|
-$1.17M
|
-15,266
|
-2%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$62.6M
|
+$5.35M
|
+69,546
|
+9%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$60.1M
|
+$2M
|
+26,060
|
+3%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$28.8M
|
+$505K
|
+6,566
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.3M
|
+$1.68M
|
+21,902
|
+6%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.7M
|
+$7.98M
|
+103,740
|
+42%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.4M
|
+$9.88M
|
+128,412
|
+62%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.3M
|
-$1.33M
|
-17,314
|
-5%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$21.3M
|
+$307K
|
+3,998
|
+1%
|
|
|
19
|
Bailard
Foster City,
California
|
$21.2M
|
+$305K
|
+3,970
|
+1%
|
|
|
20
|
Noven Financial Group
Denver,
Colorado
|
$21M
|
+$1.2M
|
+15,668
|
+6%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.8M
|
+$10.4M
|
+135,364
|
+96%
|
|
|
22
|
|
$20M
|
+$1.94M
|
+25,234
|
+11%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$18.9M
|
-$313K
|
-4,068
|
-2%
|
|
|
24
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$17.6M
|
-$32.6K
|
-424
|
-0.2%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$16.7M
|
+$2.62K
|
+34
|
+0%
|
|
