|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.72B
|
-$47.4M
|
-401,232
|
-2%
|
|
|
2
|
|
$377M
|
+$52.4M
|
+443,385
|
+16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$227M
|
+$4.87M
|
+41,156
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$187M
|
+$25.6M
|
+216,103
|
+16%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$169M
|
-$10.6M
|
-89,838
|
-6%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$140M
|
+$7.25M
|
+61,282
|
+5%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$131M
|
+$131M
|
+1,105,688
|
New
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$126M
|
-$1.34M
|
-11,292
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$121M
|
-$27.6M
|
-233,196
|
-19%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$89.5M
|
+$11.7M
|
+99,117
|
+15%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$81.7M
|
+$11.5M
|
+97,667
|
+16%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.1M
|
-$3.1M
|
-26,229
|
-5%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$53.1M
|
+$1.94M
|
+16,373
|
+4%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$52.6M
|
+$17.1M
|
+144,912
|
+48%
|
|
|
15
|
|
$51.7M
|
-$57.6M
|
-486,860
|
-53%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$48.6M
|
-$3.49M
|
-29,522
|
-7%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$42.8M
|
-$128K
|
-1,085
|
-0.3%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$40.4M
|
-$1.99M
|
-16,786
|
-5%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.6M
|
+$949K
|
+8,021
|
+3%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.1M
|
+$850K
|
+7,186
|
+3%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$25.9M
|
+$2.79M
|
+23,611
|
+12%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$25.6M
|
-$26.8M
|
-226,313
|
-51%
|
|
|
23
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$25.2M
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.1M
|
-$1.4M
|
-11,853
|
-5%
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$23.6M
|
+$1.96M
|
+16,546
|
+9%
|
|
