|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.2B
|
-$54M
|
-178,880
|
-5%
|
|
|
2
|
|
$799M
|
-$46.8M
|
-155,230
|
-6%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$520M
|
-$14M
|
-46,500
|
-3%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$439M
|
-$1.39M
|
-4,615
|
-0.3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$342M
|
+$4.55M
|
+15,090
|
+1%
|
|
|
6
|
|
$312M
|
+$125M
|
+412,741
|
+73%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$292M
|
+$3.06M
|
+10,143
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$234M
|
-$5.17M
|
-17,126
|
-2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$199M
|
+$4.36M
|
+14,460
|
+2%
|
|
|
10
|
|
$183M
|
+$8.55M
|
+28,337
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$177M
|
+$8.2M
|
+27,183
|
+5%
|
|
|
12
|
Cohen Klingenstein
New York
|
$168M
|
-$1.91M
|
-6,346
|
-1%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$167M
|
+$2.85M
|
+9,433
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$153M
|
-$2.6M
|
-8,634
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$151M
|
-$6.29M
|
-20,846
|
-4%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$140M
|
+$937K
|
+3,106
|
+0.7%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$123M
|
+$4.42M
|
+14,643
|
+4%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$114M
|
-$3.5M
|
-11,585
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$108M
|
+$752K
|
+2,492
|
+0.7%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$95M
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$92.2M
|
-$77.4M
|
-256,698
|
-47%
|
|
|
22
|
Financial Engines Advisors
Santa Clara,
California
|
$85.4M
|
-$5.85M
|
-19,383
|
-7%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$82.7M
|
+$28.9M
|
+95,816
|
+59%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$80.5M
|
-$201K
|
-666
|
-0.3%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$79.3M
|
-$3.55M
|
-11,773
|
-5%
|
|
