|
1
|
Wells Fargo
San Francisco,
California
|
$317M
|
-$59.1M
|
-875,978
|
-16%
|
|
|
2
|
|
$232M
|
+$1.12M
|
+16,524
|
+0.5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$132M
|
+$3.92M
|
+58,080
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
+$2.4M
|
+35,616
|
+2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$112M
|
+$9.51M
|
+140,902
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$57M
|
+$4.64M
|
+68,782
|
+9%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$55.5M
|
-$2.54M
|
-37,660
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.2M
|
+$3.04M
|
+45,106
|
+6%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$42.4M
|
+$3.25M
|
+48,204
|
+8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.2M
|
+$750K
|
+11,108
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$28.2M
|
-$1.92M
|
-28,410
|
-7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.6M
|
+$499K
|
+7,398
|
+2%
|
|
|
13
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21M
|
+$2.45M
|
+36,346
|
+13%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$4.75M
|
+70,366
|
+31%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$16M
|
+$744K
|
+11,030
|
+5%
|
|
|
16
|
Noven Financial Group
Denver,
Colorado
|
$14.2M
|
-$1.27M
|
-18,802
|
-8%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.7M
|
+$144K
|
+2,128
|
+1%
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$12.4M
|
-$15.8K
|
-234
|
-0.1%
|
|
|
19
|
IndexIQ Advisors
New York
|
$11.6M
|
-$10.5M
|
-154,946
|
-48%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$11.5M
|
+$795K
|
+11,786
|
+8%
|
|
|
21
|
NorthRock Partners
Minneapolis,
Minnesota
|
$11.4M
|
-$193K
|
-2,860
|
-2%
|
|
|
22
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$11.1M
|
+$339K
|
+5,028
|
+3%
|
|
|
23
|
Voya Financial Advisors
Windsor,
Connecticut
|
$10.6M
|
+$869K
|
+12,870
|
+9%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.6M
|
-$337K
|
-5,000
|
-3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.3M
|
+$5.71M
|
+84,626
|
+129%
|
|
