|
1
|
|
$348M
|
+$12.6M
|
+123,292
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$229M
|
+$6.54M
|
+64,136
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$216M
|
-$10M
|
-98,521
|
-5%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$162M
|
+$2.12M
|
+20,780
|
+1%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$137M
|
-$1.28M
|
-12,553
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
-$14.8M
|
-145,595
|
-12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$3.18M
|
+31,198
|
+3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$105M
|
-$3.67M
|
-36,000
|
-4%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$89.4M
|
+$21.4M
|
+210,394
|
+37%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$87.8M
|
-$13.8M
|
-135,300
|
-15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$71.9M
|
+$1.98M
|
+19,438
|
+3%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$55.8M
|
+$1.52M
|
+14,952
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$51.8M
|
+$2.36M
|
+23,126
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.2M
|
+$6.55M
|
+64,233
|
+25%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.9M
|
-$2.33M
|
-22,865
|
-7%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$32.1M
|
-$3.19M
|
-31,301
|
-10%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.9M
|
+$2.23M
|
+21,886
|
+9%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.9M
|
+$763K
|
+7,490
|
+3%
|
|
|
19
|
SPC Financial Inc
Rockville,
Maryland
|
$25.5M
|
-$174K
|
-1,703
|
-0.8%
|
|
|
20
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$24.9M
|
+$34M
|
+334,106
|
New
|
|
|
21
|
|
$24.7M
|
-$1.19M
|
-11,653
|
-5%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$23.5M
|
-$2.25M
|
-22,116
|
-10%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$23.3M
|
+$4.95M
|
+48,618
|
+31%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22.1M
|
+$204K
|
+2,003
|
+1%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$20.5M
|
+$81.1K
|
+796
|
+0.4%
|
|
