|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.06B
|
+$1.27B
|
+15,038,393
|
+164%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$467M
|
+$405M
|
+4,809,905
|
+694%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$442M
|
+$77.9M
|
+925,542
|
+22%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$240M
|
+$2.24M
|
+26,666
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
+$22M
|
+261,739
|
+22%
|
|
|
6
|
|
$114M
|
-$9.42M
|
-111,912
|
-8%
|
|
|
7
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$105M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$91.1M
|
+$6.13M
|
+72,817
|
+7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$74.7M
|
+$58.5M
|
+695,714
|
+220%
|
|
|
10
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$62.5M
|
+$13.2M
|
+156,882
|
+27%
|
|
|
11
|
WBI Investments
Red Bank,
New Jersey
|
$61.1M
|
+$52.4M
|
+622,696
|
+635%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$54.1M
|
+$2.25M
|
+26,729
|
+4%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$45.1M
|
-$844K
|
-10,028
|
-2%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$31.8M
|
+$24.5M
|
+291,233
|
+349%
|
|
|
15
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$31.4M
|
-$487K
|
-5,792
|
-2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.9M
|
+$2M
|
+23,795
|
+9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$20.3M
|
-$15.7M
|
-186,912
|
-44%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$20M
|
-$265K
|
-3,145
|
-1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.9M
|
+$1.35M
|
+16,035
|
+8%
|
|
|
20
|
SII Investments
Appleton,
Wisconsin
|
$15.7M
|
+$1.03M
|
+12,206
|
+7%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$14.8M
|
+$232K
|
+2,756
|
+2%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14M
|
+$2.8M
|
+33,330
|
+25%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$14M
|
+$1.6M
|
+18,987
|
+13%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$14M
|
+$1.23M
|
+14,647
|
+10%
|
|
|
25
|
Old National Bancorp
Evansville,
Indiana
|
$13.5M
|
+$22.3K
|
+265
|
+0.2%
|
|
