|
1
|
|
$331M
|
-$35.8M
|
-375,684
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$316M
|
+$5.78M
|
+60,680
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$135M
|
-$21.1M
|
-221,862
|
-13%
|
|
|
4
|
Regions Financial Corp
Birmingham,
Alabama
|
$129M
|
+$323K
|
+3,390
|
+0.2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$107M
|
-$27.6M
|
-289,429
|
-19%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$103M
|
+$14.5M
|
+152,014
|
+15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$98.8M
|
-$1.2M
|
-12,598
|
-1%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$94.5M
|
-$9.68M
|
-101,676
|
-9%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86.9M
|
-$893K
|
-9,380
|
-1%
|
|
|
10
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$86.2M
|
-$2.47M
|
-25,961
|
-3%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$78M
|
+$5.56M
|
+58,352
|
+7%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$77.4M
|
-$178K
|
-1,873
|
-0.2%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$74.7M
|
+$2.34M
|
+24,594
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$62.3M
|
-$5.19M
|
-54,461
|
-7%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.8M
|
-$1.81M
|
-18,974
|
-3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$58.5M
|
-$4.09M
|
-42,907
|
-6%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$46.8M
|
+$584K
|
+6,132
|
+1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.3M
|
+$1.21M
|
+12,724
|
+3%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$38.2M
|
-$25.6M
|
-269,008
|
-39%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.7M
|
-$419K
|
-4,402
|
-1%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$34.9M
|
+$2.43M
|
+25,506
|
+7%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$34.7M
|
+$5.73M
|
+60,154
|
+18%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.3M
|
-$6.03M
|
-63,315
|
-15%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$32.3M
|
-$86.8K
|
-911
|
-0.3%
|
|
|
25
|
World Investment Advisors
Santa Barbara,
California
|
$29.6M
|
+$31.1M
|
+326,963
|
+11,174%
|
|
