|
1
|
|
$389M
|
+$8.98M
|
+91,947
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$344M
|
-$10.2M
|
-104,580
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$176M
|
-$12.3M
|
-125,845
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$136M
|
-$3.45M
|
-35,329
|
-2%
|
|
|
5
|
Regions Financial Corp
Birmingham,
Alabama
|
$132M
|
+$2.76M
|
+28,207
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$124M
|
+$2.07M
|
+21,180
|
+2%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$109M
|
-$13.1M
|
-133,862
|
-10%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$106M
|
+$18.4M
|
+188,503
|
+20%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96.5M
|
+$1.8M
|
+18,387
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$88.4M
|
-$15.7M
|
-161,033
|
-15%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$80.6M
|
-$22.2M
|
-227,516
|
-21%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$79M
|
-$1.15M
|
-11,781
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$74.6M
|
-$25.2M
|
-258,427
|
-24%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$66.4M
|
+$4.41M
|
+45,139
|
+7%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$66.3M
|
-$3.53M
|
-36,175
|
-5%
|
|
|
16
|
Parsec Financial Management
Asheville,
North Carolina
|
$60.1M
|
+$3.67M
|
+37,589
|
+6%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$51.8M
|
+$11.8M
|
+121,237
|
+28%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$48.5M
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.7M
|
-$2.79M
|
-28,572
|
-6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.7M
|
-$1.28M
|
-13,112
|
-3%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$35.2M
|
+$9.77M
|
+100,030
|
+36%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$32M
|
-$968K
|
-9,908
|
-3%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$31.3M
|
-$1.59M
|
-16,242
|
-5%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$31M
|
+$2.56M
|
+26,229
|
+9%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.5M
|
-$3.32M
|
-34,030
|
-9%
|
|
