|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.38B
|
-$174M
|
-2,932,106
|
-11%
|
|
|
2
|
|
$384M
|
-$121M
|
-2,040,204
|
-24%
|
|
|
3
|
|
$142M
|
-$5.12M
|
-86,067
|
-3%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$140M
|
-$7.25M
|
-121,896
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$113M
|
-$3.76M
|
-63,257
|
-3%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$97.3M
|
+$4.64M
|
+78,080
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$81M
|
-$7.81M
|
-131,429
|
-9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$63.1M
|
-$52.4M
|
-881,132
|
-45%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$42.7M
|
+$11.9M
|
+200,434
|
+37%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.7M
|
+$5.33M
|
+89,600
|
+14%
|
|
|
11
|
Morningstar Investment Management
Chicago,
Illinois
|
$39M
|
+$2.88M
|
+48,381
|
+8%
|
|
|
12
|
USS Investment Management
London,
United Kingdom
|
$36M
|
–
|
–
|
–
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$28.4M
|
-$3.02M
|
-50,735
|
-9%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$28.1M
|
-$36.1K
|
-607
|
-0.1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$27.7M
|
-$618K
|
-10,386
|
-2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.1M
|
+$1.3M
|
+21,911
|
+6%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.1M
|
-$1.92M
|
-32,369
|
-8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.2M
|
-$4.71M
|
-79,190
|
-19%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.4M
|
+$1.26M
|
+21,110
|
+8%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$16.9M
|
-$4.36M
|
-73,373
|
-20%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.4M
|
-$2.64M
|
-44,474
|
-15%
|
|
|
22
|
ALPS Advisors
Denver,
Colorado
|
$13M
|
+$13.2M
|
+221,730
|
New
|
|
|
23
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$11.6M
|
+$242K
|
+4,065
|
+2%
|
|
|
24
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$11.5M
|
+$11.7M
|
+196,413
|
New
|
|
|
25
|
|
$11.2M
|
+$1.41M
|
+23,640
|
+14%
|
|
