|
1
|
Bank of America
Charlotte,
North Carolina
|
$886M
|
+$44M
|
+169,367
|
+5%
|
|
|
2
|
|
$658M
|
-$218M
|
-840,548
|
-25%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$408M
|
+$20.2M
|
+77,800
|
+5%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$374M
|
+$6.63M
|
+25,524
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$281M
|
+$3.18M
|
+12,233
|
+1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$240M
|
-$369K
|
-1,423
|
-0.2%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$225M
|
+$4.56M
|
+17,555
|
+2%
|
|
|
8
|
|
$208M
|
-$1.93M
|
-7,437
|
-0.9%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$172M
|
-$5.09M
|
-19,594
|
-3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$155M
|
-$28.8M
|
-111,076
|
-16%
|
|
|
11
|
Cohen Klingenstein
New York
|
$146M
|
–
|
–
|
–
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$130M
|
+$7.49M
|
+28,870
|
+6%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$125M
|
+$13.1M
|
+50,556
|
+12%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$122M
|
+$1.53M
|
+5,892
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$14.7M
|
-56,450
|
-11%
|
|
|
16
|
AllianceBernstein
Nashville,
Tennessee
|
$116M
|
-$7.28M
|
-28,043
|
-6%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$116M
|
-$1.49M
|
-5,758
|
-1%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$113M
|
-$1.12M
|
-4,297
|
-1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$102M
|
-$11.7M
|
-45,150
|
-10%
|
|
|
20
|
|
$89.5M
|
-$16M
|
-61,689
|
-15%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$88.1M
|
+$6.3M
|
+24,278
|
+8%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.5M
|
+$57.4K
|
+221
|
+0.1%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$81.9M
|
-$494K
|
-1,902
|
-0.6%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$77.9M
|
-$25.6M
|
-98,751
|
-25%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$71.6M
|
+$83.6K
|
+322
|
+0.1%
|
|
