|
1
|
|
$251M
|
-$7.35M
|
-94,310
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$223M
|
+$106M
|
+1,361,720
|
+107%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$7.21M
|
+92,548
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$168M
|
-$25.6M
|
-328,598
|
-14%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$132M
|
+$11.1M
|
+142,638
|
+10%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$87.2M
|
-$33.5M
|
-429,272
|
-29%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$83.4M
|
-$2.32M
|
-29,790
|
-3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$83.4M
|
-$67.8M
|
-870,016
|
-47%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$76.4M
|
+$1.4M
|
+18,000
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$69M
|
+$50.6M
|
+649,136
|
+398%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$54M
|
+$5.2M
|
+66,748
|
+12%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$45.7M
|
-$4.82M
|
-61,848
|
-10%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$43M
|
+$1.01M
|
+12,940
|
+3%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$41.5M
|
-$2.99M
|
-38,302
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.5M
|
+$11.5M
|
+147,484
|
+60%
|
|
|
16
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$32.7M
|
+$30M
|
+384,852
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.2M
|
-$398K
|
-5,106
|
-1%
|
|
|
18
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25.6M
|
-$1.45M
|
-18,610
|
-6%
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$21.9M
|
+$1.13M
|
+14,456
|
+7%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$21.7M
|
-$2.54M
|
-32,620
|
-11%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.9M
|
+$941K
|
+12,078
|
+5%
|
|
|
22
|
|
$20.4M
|
+$956K
|
+12,270
|
+5%
|
|
|
23
|
SPC Financial Inc
Rockville,
Maryland
|
$19M
|
+$355K
|
+4,550
|
+2%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.6M
|
+$797K
|
+10,230
|
+6%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$15.5M
|
+$14.1M
|
+181,344
|
+25,048%
|
|
