|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$615M
|
+$224M
|
+2,629,055
|
+57%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$488M
|
-$448M
|
-5,268,780
|
-48%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$475M
|
+$262M
|
+3,083,535
|
+122%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$345M
|
+$10.7M
|
+125,660
|
+3%
|
|
|
5
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$114M
|
+$12.2M
|
+143,601
|
+12%
|
|
|
6
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$105M
|
+$105M
|
+1,240,000
|
New
|
|
|
7
|
|
$102M
|
-$7.37M
|
-86,695
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$59.1M
|
+$59.3M
|
+697,831
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.1M
|
+$10.4M
|
+122,424
|
+23%
|
|
|
10
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46.4M
|
+$19.4M
|
+228,669
|
+72%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$45M
|
+$45.2M
|
+531,042
|
New
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$41.8M
|
+$2.4M
|
+28,242
|
+6%
|
|
|
13
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$40M
|
+$7.29M
|
+85,723
|
+22%
|
|
|
14
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$32.2M
|
+$998K
|
+11,739
|
+3%
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$19.6M
|
+$19.7M
|
+231,491
|
New
|
|
|
16
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$16.9M
|
+$17M
|
+199,865
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$2.09M
|
+24,623
|
+16%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$14M
|
-$97.7K
|
-1,149
|
-0.7%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14M
|
+$2.2M
|
+25,925
|
+19%
|
|
|
20
|
National Planning Corporation
El Segundo,
California
|
$12.4M
|
+$1.43M
|
+16,826
|
+13%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$12.3M
|
+$3.66M
|
+43,029
|
+42%
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$11.9M
|
-$25.3K
|
-297
|
-0.2%
|
|
|
23
|
SII Investments
Appleton,
Wisconsin
|
$11.8M
|
+$1.11M
|
+13,080
|
+10%
|
|
|
24
|
IFC Holdings
Tampa,
Florida
|
$11.6M
|
+$681K
|
+8,010
|
+6%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$11.5M
|
+$5.56M
|
+65,340
|
+93%
|
|
