|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.35B
|
-$28.4M
|
-284,112
|
-1%
|
|
|
2
|
|
$276M
|
+$3.65M
|
+36,540
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$175M
|
+$175M
|
+1,752,833
|
New
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$160M
|
-$7.22M
|
-72,300
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$140M
|
-$2.52M
|
-25,236
|
-2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$108M
|
-$1.82M
|
-18,213
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$104M
|
-$14.9M
|
-149,371
|
-13%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$103M
|
+$36.9M
|
+369,462
|
+56%
|
|
|
9
|
|
$88.2M
|
+$60.6M
|
+606,850
|
+219%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$65.2M
|
+$5.41M
|
+54,206
|
+9%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$60M
|
+$2.57M
|
+25,730
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.8M
|
-$1.16M
|
-11,652
|
-2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$47.1M
|
+$4.07M
|
+40,730
|
+9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$46M
|
-$2.26M
|
-22,598
|
-5%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$42.4M
|
-$10.4M
|
-104,510
|
-20%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$39.5M
|
-$907K
|
-9,080
|
-2%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.1M
|
-$2.91M
|
-29,133
|
-7%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$35.7M
|
+$34.1K
|
+342
|
+0.1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25.4M
|
+$1.7M
|
+17,027
|
+7%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$25.2M
|
-$2.26M
|
-22,609
|
-8%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.6M
|
-$448K
|
-4,483
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$23M
|
-$7.81M
|
-78,219
|
-25%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$22.4M
|
-$325K
|
-3,260
|
-1%
|
|
|
24
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$21.3M
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$18.9M
|
-$147K
|
-1,477
|
-0.8%
|
|
