|
1
|
|
$258M
|
-$3.02M
|
-33,728
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
-$1.01M
|
-11,276
|
-0.6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$172M
|
-$3.18M
|
-35,558
|
-2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$123M
|
+$33M
|
+368,718
|
+36%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
-$124M
|
-1,391,322
|
-53%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$107M
|
-$31.2M
|
-349,334
|
-22%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$84.6M
|
-$2.09M
|
-23,318
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$80.8M
|
-$5.99M
|
-66,980
|
-7%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$79.8M
|
+$396K
|
+4,430
|
+0.5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$53.8M
|
-$2.33M
|
-26,102
|
-4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$50.5M
|
+$5.9M
|
+65,924
|
+13%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$41.8M
|
-$1.41M
|
-15,730
|
-3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$38.5M
|
-$9.72M
|
-108,694
|
-20%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.9M
|
-$1.42M
|
-15,914
|
-5%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$27.6M
|
+$977K
|
+10,920
|
+4%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.2M
|
+$1.54M
|
+17,200
|
+7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.1M
|
-$11.8M
|
-132,442
|
-34%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.7M
|
+$6.75M
|
+75,426
|
+42%
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$21M
|
+$449K
|
+5,018
|
+2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$20.1M
|
-$2.51M
|
-28,112
|
-11%
|
|
|
21
|
|
$20M
|
-$1.11M
|
-12,450
|
-5%
|
|
|
22
|
SPC Financial Inc
Rockville,
Maryland
|
$19.9M
|
+$158K
|
+1,770
|
+0.8%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.9M
|
+$715K
|
+7,998
|
+4%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$15.8M
|
+$313K
|
+3,504
|
+2%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$15.6M
|
+$328K
|
+3,670
|
+2%
|
|
