|
1
|
|
$211M
|
-$12.8M
|
-145,350
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$159M
|
-$19M
|
-214,858
|
-9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
-$37.6M
|
-425,722
|
-18%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$128M
|
-$105M
|
-1,191,638
|
-39%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$100M
|
-$3.03M
|
-34,270
|
-2%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$97.6M
|
+$125M
|
+1,415,622
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.5M
|
+$13.7M
|
+155,304
|
+14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$69.8M
|
-$15M
|
-169,756
|
-14%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$58.3M
|
+$9.8M
|
+111,036
|
+14%
|
|
|
10
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$51M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$41.3M
|
-$5.9M
|
-66,890
|
-10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$39.3M
|
-$10.5M
|
-119,452
|
-17%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$34.1M
|
-$1.28M
|
-14,520
|
-3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.1M
|
-$11.1M
|
-125,380
|
-26%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$22.1M
|
-$3.7M
|
-41,888
|
-12%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
+$2.68M
|
+30,372
|
+12%
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$18.6M
|
+$16M
|
+180,782
|
+485%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
-$23.2M
|
-262,884
|
-52%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$16.1M
|
-$2.05M
|
-23,248
|
-9%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.1M
|
-$146K
|
-1,654
|
-0.7%
|
|
|
21
|
|
$15.7M
|
-$4.38M
|
-49,636
|
-18%
|
|
|
22
|
SPC Financial Inc
Rockville,
Maryland
|
$15.1M
|
+$6.75M
|
+76,410
|
+54%
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
$15M
|
+$2.46M
|
+27,840
|
+15%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$12.6M
|
+$1.5M
|
+16,970
|
+10%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.6M
|
-$1.93M
|
-21,904
|
-11%
|
|
