|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.61B
|
+$609M
|
+7,232,316
|
+30%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$461M
|
+$4.11M
|
+48,874
|
+0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$452M
|
+$19.2M
|
+227,847
|
+4%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$257M
|
+$22.9M
|
+271,693
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$148M
|
+$28.5M
|
+338,135
|
+23%
|
|
|
6
|
|
$112M
|
+$234K
|
+2,779
|
+0.2%
|
|
|
7
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$103M
|
+$105M
|
+1,245,085
|
New
|
|
|
8
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$103M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$92.9M
|
+$3.68M
|
+43,711
|
+4%
|
|
|
10
|
WBI Investments
Red Bank,
New Jersey
|
$91.7M
|
+$32.3M
|
+383,311
|
+53%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$67M
|
-$17.3M
|
-205,875
|
-20%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$54.2M
|
+$1.24M
|
+14,748
|
+2%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$46M
|
+$44.8M
|
+531,608
|
+2,409%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$44M
|
+$24.4M
|
+289,615
|
+121%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$43.9M
|
-$260K
|
-3,087
|
-0.6%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42.7M
|
-$18.7M
|
-222,237
|
-30%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$35.1M
|
+$4.08M
|
+48,416
|
+13%
|
|
|
18
|
National Planning Corporation
El Segundo,
California
|
$31.3M
|
+$24.8M
|
+294,290
|
+393%
|
|
|
19
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$29.1M
|
-$1.6M
|
-18,990
|
-5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.3M
|
+$973K
|
+11,561
|
+4%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.8M
|
+$1.32M
|
+15,662
|
+7%
|
|
|
22
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$17.7M
|
-$1.92M
|
-22,803
|
-10%
|
|
|
23
|
SII Investments
Appleton,
Wisconsin
|
$17.3M
|
+$2M
|
+23,725
|
+13%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
+$4.21M
|
+49,973
|
+32%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.3M
|
+$2.58M
|
+30,695
|
+19%
|
|
