|
1
|
One Capital Management
Westlake Village,
California
|
$2.18B
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
-$24.7M
|
-264,279
|
-12%
|
|
|
3
|
|
$146M
|
-$13.6M
|
-145,958
|
-9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$144M
|
-$21.6M
|
-231,158
|
-14%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137M
|
-$594K
|
-6,368
|
-0.5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$86.2M
|
-$3.75M
|
-40,239
|
-4%
|
|
|
7
|
Truepoint Inc
Cincinnati,
Ohio
|
$86M
|
+$1.92M
|
+20,622
|
+2%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$73M
|
+$55.9M
|
+599,423
|
+453%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$51.9M
|
-$8.77M
|
-93,961
|
-15%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$32.9M
|
+$2.02M
|
+21,613
|
+7%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$30.4M
|
+$1.94M
|
+20,814
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.3M
|
-$750K
|
-8,033
|
-3%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$29.4M
|
+$1.73M
|
+18,543
|
+7%
|
|
|
14
|
TIAA CREF Trust
St Louis,
Missouri
|
$28.4M
|
+$579K
|
+6,204
|
+2%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.1M
|
+$7.6M
|
+81,457
|
+63%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.3M
|
-$1.72M
|
-18,453
|
-8%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$19.3M
|
+$13.8M
|
+147,412
|
+325%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$18.8M
|
-$13.5M
|
-144,601
|
-44%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.6M
|
+$8.02K
|
+86
|
+0.1%
|
|
|
20
|
|
$14.8M
|
+$3.71M
|
+39,773
|
+37%
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
$14.7M
|
+$9.47M
|
+101,489
|
+222%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$11.5M
|
+$12.5K
|
+134
|
+0.1%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$11.3M
|
+$261K
|
+2,802
|
+3%
|
|
|
24
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.82M
|
+$193K
|
+2,067
|
+2%
|
|
|
25
|
MCF Advisors
Covington,
Kentucky
|
$9.04M
|
+$95.5K
|
+1,023
|
+1%
|
|
