|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.79B
|
-$351M
|
-2,751,815
|
-11%
|
|
|
2
|
|
$491M
|
+$8.15M
|
+63,853
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$255M
|
+$4.14M
|
+32,422
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$238M
|
-$15.4M
|
-121,054
|
-6%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$222M
|
+$7.98M
|
+62,529
|
+4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$161M
|
-$7.34M
|
-57,507
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$127M
|
+$5.92M
|
+46,414
|
+5%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$122M
|
-$4.36M
|
-34,159
|
-4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$97.8M
|
-$24.1M
|
-188,862
|
-20%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.1M
|
+$7.56M
|
+59,266
|
+10%
|
|
|
11
|
Two Sigma Investments
New York
|
$79.6M
|
-$8.18M
|
-64,100
|
-10%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.8M
|
+$4.38M
|
+34,350
|
+8%
|
|
|
13
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$62.9M
|
-$9.73M
|
-76,267
|
-14%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$59.4M
|
-$1.45M
|
-11,360
|
-2%
|
|
|
15
|
|
$57.3M
|
-$538K
|
-4,217
|
-1%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$56.6M
|
+$1.59M
|
+12,429
|
+3%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$45.3M
|
+$1.4M
|
+10,970
|
+3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.9M
|
+$5.91M
|
+46,289
|
+18%
|
|
|
19
|
|
$35.2M
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.1M
|
-$5.62M
|
-44,073
|
-15%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$32M
|
-$304K
|
-2,380
|
-1%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$31.2M
|
-$789K
|
-6,183
|
-3%
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$29.7M
|
+$1.05M
|
+8,213
|
+4%
|
|
|
24
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$27.9M
|
-$6.76K
|
-53
|
-0%
|
|
|
25
|
KCM Investment Advisors
Greenbrae,
California
|
$26.4M
|
+$896K
|
+7,025
|
+4%
|
|
