|
1
|
|
USD 734 M
|
+USD 54.9 M
|
+581,871
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
USD 503 M
|
+USD 16.6 M
|
+176,310
|
+3%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
USD 501 M
|
+USD 4.99 M
|
+52,905
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 307 M
|
+USD 3.76 M
|
+39,896
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
USD 210 M
|
+USD 4.32 M
|
+45,816
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 190 M
|
+USD 35.6 M
|
+377,497
|
+22%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 158 M
|
-USD 4.06 M
|
-43,008
|
-2%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
USD 145 M
|
-USD 7.43 M
|
-78,786
|
-5%
|
|
|
9
|
|
USD 93.6 M
|
+USD 4.52 M
|
+47,918
|
+5%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 89.3 M
|
-USD 21.1 M
|
-223,589
|
-19%
|
|
|
11
|
LPL Financial
San Diego,
California
|
USD 73.1 M
|
+USD 2.38 M
|
+25,190
|
+3%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
USD 66.9 M
|
+USD 489 k
|
+5,179
|
+0.7%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
USD 63.7 M
|
-USD 6.27 M
|
-66,481
|
-9%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
USD 62.2 M
|
+USD 39.7 M
|
+421,267
|
+166%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
USD 60.2 M
|
+USD 5.27 M
|
+55,863
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 47.5 M
|
+USD 2.06 M
|
+21,838
|
+4%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
USD 44.9 M
|
+USD 6.22 M
|
+65,909
|
+16%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
USD 44.4 M
|
-USD 630 k
|
-6,680
|
-1%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
USD 43 M
|
-USD 989 k
|
-10,485
|
-2%
|
|
|
20
|
Efficient Advisors
Mason,
Ohio
|
USD 41 M
|
+USD 37.9 k
|
+402
|
+0.1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 40.7 M
|
+USD 649 k
|
+6,882
|
+2%
|
|
|
22
|
Berkshire Money Management
Dalton,
Massachusetts
|
USD 38.1 M
|
-USD 1.01 M
|
-10,729
|
-3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
USD 36.2 M
|
+USD 6.43 M
|
+68,185
|
+21%
|
|
|
24
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
USD 33.4 M
|
-USD 4.3 M
|
-45,571
|
-11%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
USD 30.2 M
|
+USD 387 k
|
+4,102
|
+1%
|
|
