|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.5B
|
+$82.2M
|
+909,880
|
+3%
|
|
|
2
|
|
$810M
|
+$52.8M
|
+584,243
|
+7%
|
|
|
3
|
|
$292M
|
+$12.6M
|
+139,622
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$245M
|
+$118M
|
+1,304,225
|
+93%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$226M
|
-$67.6M
|
-748,371
|
-23%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$215M
|
+$1.78M
|
+19,647
|
+0.8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$173M
|
+$12.4M
|
+137,384
|
+8%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$157M
|
-$14.2M
|
-157,185
|
-8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$99.2M
|
+$8.66M
|
+95,778
|
+10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88.2M
|
+$12.8M
|
+142,012
|
+17%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$70.8M
|
+$9.18M
|
+101,552
|
+15%
|
|
|
12
|
American International Group
New York
|
$67.8M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$59.3M
|
+$12.4M
|
+137,459
|
+27%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.1M
|
+$11.5M
|
+127,727
|
+28%
|
|
|
15
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$48.7M
|
-$13.7M
|
-151,390
|
-97%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$47M
|
-$6.37M
|
-70,496
|
-12%
|
|
|
17
|
Morningstar Investment Management
Chicago,
Illinois
|
$41M
|
-$12.8M
|
-141,769
|
-24%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$39.6M
|
-$1.07M
|
-11,845
|
-3%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.3M
|
+$1.66M
|
+18,392
|
+5%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$36M
|
+$183K
|
+2,025
|
+0.5%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$32M
|
+$2.41M
|
+26,696
|
+8%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$31.8M
|
+$680K
|
+7,523
|
+2%
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31.3M
|
+$11M
|
+121,788
|
+54%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$25.1M
|
+$4.08M
|
+45,172
|
+19%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.5M
|
+$3.82M
|
+42,284
|
+22%
|
|
