|
1
|
Bank of America
Charlotte,
North Carolina
|
$984M
|
+$61.6M
|
+218,325
|
+6%
|
|
|
2
|
|
$669M
|
+$20.6M
|
+73,066
|
+3%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$418M
|
+$22.5M
|
+79,800
|
+5%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$384M
|
-$1.85M
|
-6,566
|
-0.4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$276M
|
-$6.53M
|
-23,145
|
-2%
|
|
|
6
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$227M
|
-$837K
|
-2,967
|
-0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$198M
|
-$15M
|
-53,271
|
-6%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$177M
|
+$7.33M
|
+25,987
|
+4%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$165M
|
-$4.03M
|
-14,276
|
-2%
|
|
|
10
|
|
$145M
|
+$3.72M
|
+13,171
|
+2%
|
|
|
11
|
|
$140M
|
-$31.6M
|
-111,837
|
-17%
|
|
|
12
|
Cohen Klingenstein
New York
|
$139M
|
-$2.04M
|
-7,223
|
-1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$139M
|
+$11.3M
|
+40,047
|
+8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$133M
|
-$4.14M
|
-14,685
|
-3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$131M
|
+$4.08M
|
+14,451
|
+3%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$126M
|
+$4.86M
|
+17,213
|
+4%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$123M
|
-$20.2M
|
-71,570
|
-13%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$115M
|
-$5.66M
|
-20,054
|
-4%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$101M
|
+$72.8M
|
+257,856
|
+185%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$100M
|
-$7.76M
|
-27,497
|
-7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$96.5M
|
+$4.61M
|
+16,329
|
+5%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$71.3M
|
+$541K
|
+1,918
|
+0.7%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$70.3M
|
-$1.65M
|
-5,863
|
-2%
|
|
|
24
|
Financial Engines Advisors
Santa Clara,
California
|
$69.7M
|
+$1.45M
|
+5,128
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$68.2M
|
+$5.19M
|
+18,395
|
+7%
|
|
