|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.3B
|
-$99M
|
-1,016,312
|
-4%
|
|
|
2
|
|
$850M
|
+$85.6M
|
+878,534
|
+11%
|
|
|
3
|
|
$367M
|
+$42.9M
|
+440,283
|
+13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$297M
|
+$17M
|
+174,000
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$280M
|
+$33.9M
|
+348,400
|
+14%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$237M
|
+$6.48M
|
+66,493
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$208M
|
+$5.75M
|
+58,994
|
+3%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$167M
|
+$1.51M
|
+15,528
|
+0.9%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$163M
|
-$1.87M
|
-19,204
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
+$5.28M
|
+54,139
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.7M
|
+$4.14M
|
+42,478
|
+6%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$67.1M
|
+$937K
|
+9,612
|
+1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$66.9M
|
+$4.34M
|
+44,579
|
+7%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$64M
|
+$64.6M
|
+663,231
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$61.3M
|
+$6.5M
|
+66,683
|
+12%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$60M
|
-$2.58M
|
-26,484
|
-4%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$40.9M
|
-$185K
|
-1,894
|
-0.4%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$39.3M
|
+$1.63M
|
+16,778
|
+4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.1M
|
+$1.87M
|
+19,212
|
+5%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36.6M
|
-$892K
|
-9,157
|
-2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$35.4M
|
+$680K
|
+6,976
|
+2%
|
|
|
22
|
Marks Wealth
Annapolis,
Maryland
|
$35.3M
|
+$35.7M
|
+366,001
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.8M
|
+$3.87M
|
+39,750
|
+16%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$25.2M
|
+$1.57M
|
+16,077
|
+7%
|
|
|
25
|
Bouchey Financial Group
Troy,
New York
|
$23.9M
|
+$769K
|
+7,896
|
+3%
|
|
