|
1
|
Bank of America
Charlotte,
North Carolina
|
$337M
|
-$72.1M
|
-594,244
|
-18%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$188M
|
+$178M
|
+1,470,900
|
+3,249%
|
|
|
3
|
|
$144M
|
-$5.07M
|
-41,822
|
-3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$91.8M
|
+$1.39M
|
+11,431
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$78.2M
|
-$2.14M
|
-17,610
|
-3%
|
|
|
6
|
|
$74.9M
|
+$1.29M
|
+10,664
|
+2%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$63.2M
|
+$165K
|
+1,357
|
+0.3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$49.7M
|
-$4.62M
|
-38,123
|
-9%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$49.2M
|
+$5.99M
|
+49,365
|
+14%
|
|
|
10
|
Natixis Advisors
Boston,
Massachusetts
|
$43.6M
|
+$42.7M
|
+352,060
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.1M
|
+$1.67M
|
+13,800
|
+5%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$33M
|
+$1.25M
|
+10,316
|
+4%
|
|
|
13
|
IndexIQ Advisors
New York
|
$28.8M
|
-$11.3M
|
-93,236
|
-29%
|
|
|
14
|
TIAA CREF Trust
St Louis,
Missouri
|
$28.7M
|
-$1.23M
|
-10,129
|
-4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$21.2M
|
+$1.63M
|
+13,447
|
+9%
|
|
|
16
|
|
$21M
|
-$8.93M
|
-73,593
|
-30%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$19.6M
|
-$8.8M
|
-72,585
|
-31%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$17.2M
|
-$1.97M
|
-16,214
|
-10%
|
|
|
19
|
Summit Financial Strategies
Columbus,
Ohio
|
$14M
|
+$110K
|
+907
|
+0.8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
-$751K
|
-6,192
|
-5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$1.05M
|
+8,671
|
+9%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$13.1M
|
+$4.72M
|
+38,953
|
+58%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$13M
|
+$2.42M
|
+19,954
|
+24%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
+$2.13M
|
+17,582
|
+26%
|
|
|
25
|
Members Trust
Tampa,
Florida
|
$10.3M
|
+$10.1M
|
+83,015
|
New
|
|
