|
1
|
|
$400M
|
-$10.3M
|
-80,484
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$235M
|
-$1.04M
|
-8,136
|
-0.4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$172M
|
+$365K
|
+2,853
|
+0.2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$152M
|
-$3.49M
|
-27,307
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$145M
|
+$1.96M
|
+15,299
|
+1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$134M
|
-$8M
|
-62,520
|
-6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$100M
|
+$1.55M
|
+12,110
|
+2%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$63.7M
|
-$2.07M
|
-16,184
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$61.5M
|
-$4.04M
|
-31,616
|
-6%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.6M
|
+$2.85M
|
+22,291
|
+5%
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$49.4M
|
+$662K
|
+5,178
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.6M
|
+$1.42M
|
+11,119
|
+3%
|
|
|
13
|
|
$46.4M
|
-$12.2M
|
-95,261
|
-21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.7M
|
-$381K
|
-2,977
|
-0.8%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$42M
|
+$165K
|
+1,291
|
+0.4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$40.1M
|
+$2.91M
|
+22,789
|
+8%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.1M
|
-$925K
|
-7,230
|
-2%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37M
|
+$18.4M
|
+144,021
|
+100%
|
|
|
19
|
|
$33.7M
|
+$435K
|
+3,403
|
+1%
|
|
|
20
|
Falcon Wealth Planning
Ontario,
California
|
$26M
|
+$1.6M
|
+12,495
|
+7%
|
|
|
21
|
SPC Financial Inc
Rockville,
Maryland
|
$25.7M
|
+$68.2K
|
+533
|
+0.3%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$25.6M
|
+$25.5M
|
+199,301
|
New
|
|
|
23
|
Rockefeller Capital Management
New York
|
$25.4M
|
+$316K
|
+2,468
|
+1%
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25M
|
-$267K
|
-2,087
|
-1%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25M
|
+$2.3M
|
+17,975
|
+10%
|
|
