|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.99B
|
-$55.2M
|
-668,453
|
-3%
|
|
|
2
|
|
$294M
|
+$2.25M
|
+27,280
|
+0.8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$182M
|
+$3.08M
|
+37,279
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$140M
|
-$94.5M
|
-1,143,996
|
-40%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$122M
|
-$8.53M
|
-103,188
|
-7%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$68M
|
+$67.9M
|
+821,735
|
+1,347,107%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$58.3M
|
+$4.81M
|
+58,259
|
+9%
|
|
|
8
|
|
$52.4M
|
+$3.75M
|
+45,344
|
+8%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$49.8M
|
-$3.43M
|
-41,539
|
-6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$49.6M
|
-$13.4M
|
-162,592
|
-21%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.5M
|
+$4.5M
|
+54,486
|
+10%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$45.8M
|
+$45.8M
|
+553,857
|
New
|
|
|
13
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$45.6M
|
+$42.2M
|
+510,323
|
+1,233%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$42.5M
|
-$282K
|
-3,414
|
-0.7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.3M
|
+$12.8M
|
+155,334
|
+45%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.7M
|
+$2.29M
|
+27,692
|
+6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.5M
|
+$10.2M
|
+123,998
|
+39%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$35.2M
|
+$13.8M
|
+167,594
|
+65%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$33.9M
|
-$1.02M
|
-12,289
|
-3%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$29.5M
|
-$903K
|
-10,924
|
-3%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.6M
|
-$1.17M
|
-14,116
|
-4%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$26.5M
|
+$302K
|
+3,657
|
+1%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$26.3M
|
-$610K
|
-7,385
|
-2%
|
|
|
24
|
Valence8 US
Cambridge,
Massachusetts
|
$21.5M
|
+$21.5M
|
+260,148
|
New
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.2M
|
-$348K
|
-4,217
|
-2%
|
|
