|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$4.28B
|
+$299M
|
+1,426,019
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.93B
|
-$592M
|
-2,820,843
|
-17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.86B
|
-$53.8M
|
-256,303
|
-3%
|
|
|
4
|
|
$1.7B
|
-$273M
|
-1,302,676
|
-14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.66B
|
-$2.14B
|
-10,213,485
|
-57%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.25B
|
-$89.3M
|
-425,693
|
-7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.02B
|
-$109M
|
-521,095
|
-10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$846M
|
-$23.7M
|
-112,821
|
-3%
|
|
|
9
|
|
$846M
|
-$30.6M
|
-146,068
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$779M
|
-$46.3M
|
-220,647
|
-6%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$737M
|
+$13.7M
|
+65,534
|
+2%
|
|
|
12
|
Facet Wealth Inc
Baltimore,
Maryland
|
$724M
|
+$70.1M
|
+334,234
|
+11%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$673M
|
+$44M
|
+209,920
|
+7%
|
|
|
14
|
Blue Trust Inc
Alpharetta,
Georgia
|
$595M
|
+$3.21M
|
+15,301
|
+0.6%
|
|
|
15
|
|
$521M
|
-$374M
|
-1,785,451
|
-43%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$502M
|
-$48.9M
|
-233,242
|
-9%
|
|
|
17
|
|
$415M
|
-$257M
|
-1,226,570
|
-39%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$402M
|
+$11.2M
|
+53,410
|
+3%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$394M
|
+$5.82M
|
+27,758
|
+2%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$374M
|
-$42M
|
-200,211
|
-11%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$354M
|
-$60.3M
|
-287,735
|
-15%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$350M
|
-$38.1M
|
-181,647
|
-10%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$324M
|
-$194M
|
-923,224
|
-38%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$317M
|
-$12.1M
|
-57,817
|
-4%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$296M
|
-$280K
|
-1,333
|
-0.1%
|
|
