|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.08B
|
+$68.2M
|
+526,682
|
+2%
|
|
|
2
|
|
$468M
|
+$21.5M
|
+166,054
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$234M
|
+$12.8M
|
+98,988
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$231M
|
-$5.96M
|
-46,061
|
-3%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$186M
|
+$5.23M
|
+40,422
|
+3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$153M
|
+$10.6M
|
+82,232
|
+8%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$129M
|
-$2.62M
|
-20,237
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$127M
|
+$13M
|
+100,064
|
+11%
|
|
|
9
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$116M
|
-$16.8M
|
-129,474
|
-13%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$4.07M
|
+31,454
|
+4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.2M
|
-$14.6M
|
-112,425
|
-16%
|
|
|
12
|
Two Sigma Investments
New York
|
$72.8M
|
+$27M
|
+208,500
|
+60%
|
|
|
13
|
|
$69.3M
|
-$1.23M
|
-9,499
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.2M
|
+$2.34M
|
+18,084
|
+4%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$62.7M
|
+$1.23M
|
+9,474
|
+2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$58.3M
|
+$13.1M
|
+101,184
|
+29%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.4M
|
-$1.03M
|
-7,920
|
-2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.5M
|
+$4.26M
|
+32,861
|
+11%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$38.7M
|
+$15.6M
|
+120,224
|
+69%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$35.9M
|
-$4.39M
|
-33,873
|
-11%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$29.9M
|
-$447K
|
-3,453
|
-1%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$28.5M
|
+$107K
|
+829
|
+0.4%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.3M
|
-$2.06M
|
-15,898
|
-7%
|
|
|
24
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$28M
|
–
|
–
|
–
|
|
|
25
|
KCM Investment Advisors
Greenbrae,
California
|
$26.8M
|
-$18.1M
|
-139,579
|
-41%
|
|
