|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.92B
|
+$50.5M
|
+596,638
|
+2%
|
|
|
2
|
|
$232M
|
-$48.8M
|
-576,847
|
-16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$139M
|
-$35.1M
|
-414,970
|
-19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$121M
|
-$11.6M
|
-136,751
|
-8%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$108M
|
-$7.12M
|
-84,150
|
-6%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$64M
|
-$5.16K
|
-61
|
-0%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$54.6M
|
-$346K
|
-4,090
|
-0.6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$43.9M
|
-$2.92M
|
-34,549
|
-6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$43.6M
|
-$3.58M
|
-42,369
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41M
|
-$5.12M
|
-60,553
|
-10%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$38.9M
|
-$161K
|
-1,909
|
-0.4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.2M
|
+$841K
|
+9,946
|
+2%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$30.8M
|
-$1.19M
|
-14,050
|
-3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.4M
|
-$5.47M
|
-64,602
|
-15%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$28.8M
|
+$1.14M
|
+13,477
|
+4%
|
|
|
16
|
|
$28.4M
|
-$22.8M
|
-269,808
|
-43%
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$26.3M
|
-$18.3M
|
-216,741
|
-39%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.6M
|
-$14.4M
|
-170,225
|
-34%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$24.8M
|
-$9.09M
|
-107,427
|
-25%
|
|
|
20
|
Stapp Wealth Management
Olympia,
Washington
|
$24.1M
|
+$2.62M
|
+30,913
|
New
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
$23.8M
|
-$1.22M
|
-14,383
|
-4%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.8M
|
-$4.53M
|
-53,605
|
-16%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.7M
|
+$793K
|
+9,375
|
+4%
|
|
|
24
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$16.6M
|
–
|
–
|
–
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$16.1M
|
+$1.26M
|
+14,896
|
+8%
|
|
