|
1
|
ClearBridge Investments
New York
|
$58.5M
|
+$56.1M
|
+1,468,000
|
+5,995%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$37.9M
|
-$937K
|
-24,534
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$33.2M
|
+$25.2M
|
+660,894
|
+354%
|
|
|
4
|
Managed Account Advisors
Jersey City,
New Jersey
|
$24.9M
|
+$22.5M
|
+590,108
|
+1,325%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
+$4.43M
|
+115,926
|
+26%
|
|
|
6
|
|
$12.7M
|
+$598K
|
+15,662
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.86M
|
-$102K
|
-2,672
|
-1%
|
|
|
8
|
American International Group
New York
|
$7.12M
|
+$299K
|
+7,816
|
+4%
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$6.96M
|
-$1.17M
|
-30,674
|
-15%
|
|
|
10
|
Community Financial Services Group
Newport,
Vermont
|
$6.64M
|
+$93.6K
|
+2,450
|
+1%
|
|
|
11
|
|
$5.97M
|
+$3.38M
|
+88,386
|
+138%
|
|
|
12
|
|
$5.93M
|
+$5.78M
|
+151,440
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.26M
|
+$3.64M
|
+95,342
|
+245%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.03M
|
-$176K
|
-4,618
|
-3%
|
|
|
15
|
|
$3.92M
|
-$3.82M
|
-100,000
|
-50%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
$3.29M
|
–
|
–
|
–
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.15M
|
+$292K
|
+7,646
|
+11%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$3.07M
|
+$543K
|
+14,226
|
+22%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.74M
|
+$2.67M
|
+69,862
|
New
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.48M
|
+$43.5K
|
+1,138
|
+2%
|
|
|
21
|
Neumann Capital Management
Foster City,
California
|
$2.25M
|
+$2.2M
|
+57,500
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
+$355K
|
+9,284
|
+19%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.93M
|
-$134K
|
-3,498
|
-7%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$1.48M
|
+$1.45M
|
+37,852
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.16M
|
+$34.2K
|
+896
|
+3%
|
|
