|
1
|
|
$418M
|
-$405M
|
-3,245,453
|
-50%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$240M
|
+$17.8M
|
+142,564
|
+8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$175M
|
+$33.7M
|
+269,903
|
+25%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$158M
|
+$512K
|
+4,102
|
+0.3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$146M
|
+$18.3M
|
+146,483
|
+15%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$144M
|
-$35.8M
|
-287,150
|
-21%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$101M
|
+$2.8M
|
+22,475
|
+3%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$66.9M
|
-$4.41M
|
-35,313
|
-6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$66.9M
|
+$4.44M
|
+35,562
|
+7%
|
|
|
10
|
|
$59.7M
|
-$2.61M
|
-20,922
|
-4%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.7M
|
-$157K
|
-1,261
|
-0.3%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$49.6M
|
-$872K
|
-6,985
|
-2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48M
|
+$60.5K
|
+485
|
+0.1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47M
|
+$1.27M
|
+10,207
|
+3%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$42.6M
|
+$1.23M
|
+9,817
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.7M
|
-$2.1M
|
-16,831
|
-5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$37.9M
|
+$7.76M
|
+62,210
|
+27%
|
|
|
18
|
|
$33.9M
|
+$2.37M
|
+18,958
|
+8%
|
|
|
19
|
SPC Financial Inc
Rockville,
Maryland
|
$26.1M
|
+$157K
|
+1,256
|
+0.6%
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25.7M
|
+$938K
|
+7,520
|
+4%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$25.5M
|
+$401K
|
+3,216
|
+2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.4M
|
-$6.07M
|
-48,625
|
-20%
|
|
|
23
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$25.3M
|
+$7.49M
|
+59,998
|
+45%
|
|
|
24
|
Falcon Wealth Planning
Ontario,
California
|
$24.8M
|
+$917K
|
+7,351
|
+4%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.1M
|
-$959K
|
-7,681
|
-4%
|
|
