|
1
|
|
$280M
|
-$4.01M
|
-44,384
|
-1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$268M
|
+$6.95M
|
+76,964
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$235M
|
-$12.5M
|
-138,274
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$204M
|
-$4.42M
|
-48,946
|
-2%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$155M
|
+$1.21M
|
+13,440
|
+0.8%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$134M
|
-$754K
|
-8,352
|
-0.6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$113M
|
-$52.2K
|
-578
|
-0%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.2M
|
+$1.27M
|
+14,068
|
+1%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$67.5M
|
+$1.72M
|
+19,106
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$66.7M
|
+$172K
|
+1,906
|
+0.3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$66.6M
|
-$32.5M
|
-360,000
|
-33%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$61.6M
|
-$13.5M
|
-149,132
|
-18%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.2M
|
-$14M
|
-155,378
|
-18%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.2M
|
-$840K
|
-9,306
|
-2%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$32.4M
|
+$612K
|
+6,782
|
+2%
|
|
|
16
|
|
$23.4M
|
+$527K
|
+5,838
|
+2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.3M
|
+$1.22M
|
+13,542
|
+6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$19.8M
|
+$849K
|
+9,410
|
+4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$19.2M
|
+$298K
|
+3,306
|
+2%
|
|
|
20
|
Salomon & Ludwin
Richmond,
Virginia
|
$16.7M
|
-$387K
|
-4,284
|
-2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.4M
|
+$590K
|
+6,534
|
+4%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.1M
|
+$366K
|
+4,050
|
+2%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$15.1M
|
+$178K
|
+1,970
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$14.8M
|
-$101K
|
-1,122
|
-0.7%
|
|
|
25
|
Community Financial Services Group
Newport,
Vermont
|
$13.9M
|
+$301K
|
+3,340
|
+2%
|
|
