|
1
|
|
$309M
|
+$6.27M
|
+67,896
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$294M
|
+$3.79M
|
+41,036
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$244M
|
-$9.92M
|
-107,428
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$4.15M
|
+44,974
|
+2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$144M
|
-$686K
|
-7,430
|
-0.5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$114M
|
-$7.92M
|
-85,750
|
-7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$1.14M
|
+12,376
|
+1%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$74.5M
|
+$1.37M
|
+14,814
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$66.6M
|
-$5.47M
|
-59,246
|
-8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$64.6M
|
-$2.07M
|
-22,374
|
-3%
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$51M
|
+$5.78M
|
+62,562
|
+13%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$49.6M
|
-$21.8M
|
-235,822
|
-32%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.2M
|
-$16.3M
|
-176,948
|
-26%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.9M
|
+$83.5K
|
+904
|
+0.2%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$35M
|
-$50.8K
|
-550
|
-0.2%
|
|
|
16
|
|
$26.8M
|
+$1.42M
|
+15,374
|
+6%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$25M
|
+$4.02M
|
+43,560
|
+20%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$24.8M
|
+$3.19M
|
+34,516
|
+16%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.7M
|
+$719K
|
+7,788
|
+3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.8M
|
+$1.87M
|
+20,274
|
+11%
|
|
|
21
|
World Investment Advisors
Santa Barbara,
California
|
$18.4M
|
+$17.6M
|
+190,246
|
New
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.3M
|
+$762K
|
+8,254
|
+5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.5M
|
+$5.09M
|
+55,082
|
+44%
|
|
|
24
|
Salomon & Ludwin
Richmond,
Virginia
|
$17.2M
|
-$844K
|
-9,142
|
-5%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$16.1M
|
+$1.83M
|
+19,838
|
+14%
|
|
