|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.46B
|
+$104M
|
+1,531,756
|
+6%
|
|
|
2
|
|
$314M
|
-$74.3M
|
-1,090,617
|
-15%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$168M
|
-$34.1M
|
-501,042
|
-13%
|
|
|
4
|
|
$125M
|
-$23.6M
|
-346,149
|
-12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$106M
|
+$13.1M
|
+193,016
|
+10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
-$66.8M
|
-980,054
|
-32%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$82.2M
|
-$50.1M
|
-735,885
|
-31%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$75.5M
|
+$6.28M
|
+92,175
|
+7%
|
|
|
9
|
USS Investment Management
London,
United Kingdom
|
$32.1M
|
–
|
–
|
–
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$30.5M
|
+$40.9M
|
+600,755
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.4M
|
-$8.5M
|
-124,796
|
-20%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$23.1M
|
+$469K
|
+6,886
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.7M
|
-$10.4M
|
-152,119
|
-26%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.5M
|
-$2.47M
|
-36,310
|
-8%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$21.3M
|
+$4.14M
|
+60,737
|
+17%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$21.1M
|
-$6.53M
|
-95,876
|
-19%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.5M
|
-$1.3M
|
-19,088
|
-5%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.9M
|
+$995K
|
+14,602
|
+5%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$13.8M
|
+$12.3M
|
+180,077
|
+195%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
+$66.2M
|
+972,239
|
New
|
|
|
21
|
Northeast Financial Consultants
Westport,
Connecticut
|
$12M
|
-$1.53M
|
-22,407
|
-9%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.9M
|
+$3.89M
|
+57,128
|
+36%
|
|
|
23
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$10.5M
|
-$64.3K
|
-944
|
-0.5%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$9.72M
|
+$58K
|
+851
|
+0.4%
|
|
|
25
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$8.73M
|
+$552K
|
+8,111
|
+5%
|
|
