|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.34B
|
+$129M
|
+396,460
|
+11%
|
|
|
2
|
|
$846M
|
+$40.1M
|
+123,413
|
+5%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$540M
|
+$10.8M
|
+33,300
|
+2%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$441M
|
-$3.64M
|
-11,191
|
-0.8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$362M
|
+$17.5M
|
+53,840
|
+5%
|
|
|
6
|
|
$312M
|
+$128M
|
+393,686
|
+69%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$298M
|
+$3.42M
|
+10,522
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$251M
|
+$15.3M
|
+46,959
|
+6%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$198M
|
-$2.7M
|
-8,294
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$185M
|
+$6.51M
|
+20,029
|
+4%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$172M
|
+$3.57M
|
+10,967
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$169M
|
+$15.9M
|
+48,892
|
+10%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$168M
|
+$103M
|
+315,387
|
+153%
|
|
|
14
|
Cohen Klingenstein
New York
|
$167M
|
-$3.01M
|
-9,254
|
-2%
|
|
|
15
|
|
$159M
|
-$157M
|
-483,903
|
-50%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$146M
|
+$4.72M
|
+14,497
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$145M
|
-$9.68M
|
-29,770
|
-6%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$126M
|
+$1.97M
|
+6,059
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
+$13.6M
|
+41,661
|
+12%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$114M
|
-$196K
|
-603
|
-0.2%
|
|
|
21
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$110M
|
+$71.7M
|
+220,500
|
+182%
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$110M
|
+$31.6M
|
+97,259
|
+40%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$98.7M
|
+$5.68M
|
+17,457
|
+6%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$86.1M
|
+$16.9M
|
+51,934
|
+24%
|
|
|
25
|
Commerce Bank
Kansas City,
Missouri
|
$83.4M
|
+$10.4M
|
+31,990
|
+14%
|
|
