|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.11B
|
+$110M
|
+1,406,841
|
+6%
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$217M
|
+$210M
|
+2,671,721
|
New
|
|
|
3
|
|
$212M
|
-$29.3M
|
-373,600
|
-13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$144M
|
-$908K
|
-11,573
|
-0.6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$119M
|
-$7.81M
|
-99,523
|
-6%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$99.1M
|
-$13.3M
|
-169,498
|
-12%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.1M
|
+$2.56M
|
+32,579
|
+6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$47.2M
|
-$9.47M
|
-120,608
|
-17%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.1M
|
-$648K
|
-8,256
|
-2%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$40.9M
|
+$278K
|
+3,543
|
+0.7%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$40.1M
|
-$5.53M
|
-70,424
|
-12%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.6M
|
-$3.12M
|
-39,801
|
-8%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$34.3M
|
+$2.05M
|
+26,143
|
+7%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$31.4M
|
+$1.29M
|
+16,376
|
+4%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$28.2M
|
+$757K
|
+9,645
|
+3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.4M
|
-$3.17M
|
-40,359
|
-11%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.6M
|
-$79.7K
|
-1,015
|
-0.3%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$25.7M
|
+$820K
|
+10,452
|
+3%
|
|
|
19
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$21.1M
|
+$20.5M
|
+260,991
|
+3,172%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21M
|
-$506K
|
-6,441
|
-2%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.4M
|
+$12.4M
|
+158,264
|
+171%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.7M
|
-$2.89M
|
-36,795
|
-13%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$17.7M
|
+$856K
|
+10,911
|
+5%
|
|
|
24
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$17.3M
|
–
|
–
|
–
|
|
|
25
|
Soros Fund Management
New York
|
$16.1M
|
+$2.39M
|
+30,400
|
+18%
|
|
