|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.97B
|
+$130M
|
+1,535,970
|
+6%
|
|
|
2
|
|
$330M
|
-$14.7M
|
-174,218
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$218M
|
-$31M
|
-367,689
|
-12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$168M
|
-$10.6M
|
-125,269
|
-5%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$125M
|
-$4.32M
|
-51,183
|
-3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$60M
|
-$11.6M
|
-137,016
|
-15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$54.8M
|
-$2.24M
|
-26,534
|
-4%
|
|
|
8
|
|
$52.7M
|
-$580M
|
-6,866,859
|
-91%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.6M
|
-$11.9M
|
-140,817
|
-17%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$49.2M
|
-$188M
|
-2,229,061
|
-78%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$40.6M
|
-$15.9M
|
-188,093
|
-27%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
-$57.5M
|
-680,572
|
-59%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$33M
|
+$1.55M
|
+18,362
|
+4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.6M
|
+$660K
|
+7,816
|
+2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$27.6M
|
-$3.82M
|
-45,271
|
-11%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.2M
|
+$688K
|
+8,149
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.6M
|
-$33.4M
|
-396,022
|
-54%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.5M
|
-$4.51M
|
-53,424
|
-14%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$24.6M
|
+$3.99M
|
+47,278
|
+17%
|
|
|
20
|
|
$23M
|
+$8.19M
|
+96,994
|
+48%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$21.9M
|
+$754K
|
+8,924
|
+3%
|
|
|
22
|
Bouchey Financial Group
Troy,
New York
|
$20.2M
|
+$490K
|
+5,798
|
+2%
|
|
|
23
|
Prudential Financial
Newark,
New Jersey
|
$19.9M
|
-$137M
|
-1,625,717
|
-86%
|
|
|
24
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$19.6M
|
-$862K
|
-10,212
|
-5%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$18.8M
|
-$10.3M
|
-122,172
|
-33%
|
|
