|
1
|
Bank of America
Charlotte,
North Carolina
|
$265M
|
-$13.3M
|
-99,101
|
-5%
|
|
|
2
|
|
$253M
|
-$846K
|
-6,286
|
-0.4%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$213M
|
-$3.41M
|
-25,345
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$192M
|
-$1.26M
|
-9,384
|
-0.7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$144M
|
-$2.98M
|
-22,172
|
-2%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$131M
|
-$1.98M
|
-14,727
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$8.04M
|
+59,737
|
+8%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$104M
|
-$9.8M
|
-72,845
|
-9%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$79.8M
|
-$179K
|
-1,331
|
-0.2%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$77.3M
|
-$1.76M
|
-13,112
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$75.2M
|
-$1.23M
|
-9,158
|
-2%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$67M
|
+$9.18M
|
+68,216
|
+17%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$52.5M
|
+$4.88M
|
+36,295
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.7M
|
+$293K
|
+2,177
|
+0.6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.3M
|
+$2.17M
|
+16,132
|
+5%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$45.2M
|
+$139K
|
+1,036
|
+0.3%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$37.7M
|
+$288K
|
+2,140
|
+0.8%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$28.7M
|
-$5.81M
|
-43,211
|
-18%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27.7M
|
-$2.69M
|
-19,980
|
-9%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$26.8M
|
-$202K
|
-1,504
|
-0.8%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.1M
|
+$638K
|
+4,743
|
+3%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.6M
|
+$10.5M
|
+78,062
|
+107%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$21.4M
|
+$11.6M
|
+86,447
|
+136%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$20.6M
|
-$672K
|
-4,998
|
-3%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$20.4M
|
-$1.07M
|
-7,925
|
-5%
|
|
