|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.15B
|
+$17M
|
+131,154
|
+0.6%
|
|
|
2
|
|
$481M
|
+$4.64M
|
+35,705
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$242M
|
+$3.51M
|
+27,036
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$231M
|
-$3.55M
|
-27,354
|
-2%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$201M
|
+$11.6M
|
+89,344
|
+6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$165M
|
+$9.6M
|
+73,925
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$132M
|
+$2.67M
|
+20,587
|
+2%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$129M
|
-$1.48M
|
-11,365
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$128M
|
+$13.8M
|
+106,060
|
+12%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$106M
|
-$11.9M
|
-91,995
|
-10%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.2M
|
-$6.24M
|
-48,021
|
-8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70.8M
|
+$6.35M
|
+48,857
|
+10%
|
|
|
13
|
|
$63.2M
|
-$7.1M
|
-54,632
|
-10%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$62.7M
|
-$1.06M
|
-8,142
|
-2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$60M
|
+$627K
|
+4,827
|
+1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.2M
|
-$5.96M
|
-45,916
|
-11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.3M
|
-$746K
|
-5,745
|
-2%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$42.4M
|
+$3.42M
|
+26,367
|
+9%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$36.2M
|
-$383K
|
-2,949
|
-1%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$33.2M
|
+$2.7M
|
+20,766
|
+9%
|
|
|
21
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$28.8M
|
+$28M
|
+215,280
|
New
|
|
|
22
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$28.5M
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.9M
|
-$861K
|
-6,631
|
-3%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$27.9M
|
+$8.22M
|
+63,318
|
+44%
|
|
|
25
|
KCM Investment Advisors
Greenbrae,
California
|
$27.1M
|
-$152K
|
-1,167
|
-0.6%
|
|
