|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.75B
|
-$1.32M
|
-10,871
|
-0%
|
|
|
2
|
|
$433M
|
+$52.4M
|
+429,857
|
+13%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$228M
|
-$1.73M
|
-14,170
|
-0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$198M
|
+$9.59M
|
+78,731
|
+5%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$145M
|
+$3.85M
|
+31,634
|
+3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$129M
|
-$3.42M
|
-28,038
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
+$1.46M
|
+11,970
|
+1%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$124M
|
-$3.37M
|
-27,654
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
+$20.9M
|
+171,219
|
+25%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$93.9M
|
+$3.37M
|
+27,677
|
+4%
|
|
|
11
|
|
$64.4M
|
+$12.3M
|
+101,293
|
+23%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.7M
|
-$1.2M
|
-9,852
|
-2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$56.5M
|
+$2.89M
|
+23,730
|
+5%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$56M
|
+$6.92M
|
+56,762
|
+14%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50.1M
|
+$16.4M
|
+134,594
|
+47%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$42.3M
|
-$1.03M
|
-8,455
|
-2%
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$42.3M
|
-$133M
|
-1,089,223
|
-76%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$41.6M
|
+$724K
|
+5,945
|
+2%
|
|
|
19
|
BNP Paribas Financial Markets
Paris,
France
|
$36.1M
|
+$36.9M
|
+302,483
|
+7,562,075%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.2M
|
+$6.94M
|
+56,923
|
+27%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.6M
|
+$171K
|
+1,406
|
+0.6%
|
|
|
22
|
|
$27.5M
|
+$5.72M
|
+46,949
|
+26%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$25.9M
|
+$35.1K
|
+288
|
+0.1%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$25.7M
|
-$639K
|
-5,248
|
-2%
|
|
|
25
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$25.5M
|
–
|
–
|
–
|
|
