|
1
|
Bank of America
Charlotte,
North Carolina
|
$179M
|
-$11.7M
|
-115,826
|
-6%
|
|
|
2
|
|
$149M
|
+$705K
|
+6,978
|
+0.5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$146M
|
-$536K
|
-5,306
|
-0.4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$144M
|
+$4.8M
|
+47,576
|
+3%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$87.8M
|
+$392K
|
+3,885
|
+0.5%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$70M
|
-$3.63M
|
-35,966
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$54M
|
+$1.24M
|
+12,278
|
+2%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$33.8M
|
+$328K
|
+3,252
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32M
|
+$1.26M
|
+12,432
|
+4%
|
|
|
10
|
TIAA CREF Trust
St Louis,
Missouri
|
$31.9M
|
+$3.02M
|
+29,898
|
+11%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$31.8M
|
+$984K
|
+9,741
|
+3%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$30.2M
|
+$288K
|
+2,847
|
+1%
|
|
|
13
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$26.2M
|
+$25.9M
|
+256,842
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.5M
|
+$2.91M
|
+28,847
|
+14%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$22.7M
|
+$1.22M
|
+12,052
|
+6%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16M
|
+$98.9K
|
+979
|
+0.6%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$12.3M
|
+$567K
|
+5,619
|
+5%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12M
|
+$526K
|
+5,208
|
+5%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$11.3M
|
-$8.29M
|
-82,105
|
-43%
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$10.6M
|
-$4.37M
|
-43,304
|
-29%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.38M
|
-$9.63M
|
-95,333
|
-51%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$9.11M
|
-$75K
|
-743
|
-0.8%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.8M
|
-$1.18M
|
-11,637
|
-12%
|
|
|
24
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.96M
|
-$134K
|
-1,325
|
-2%
|
|
|
25
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$7.77M
|
-$130K
|
-1,283
|
-2%
|
|
