|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.93B
|
+$215M
|
+2,534,823
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$500M
|
+$30M
|
+354,566
|
+7%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$487M
|
+$7.63M
|
+89,980
|
+2%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$274M
|
+$7.6M
|
+89,632
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$170M
|
+$15.6M
|
+184,178
|
+10%
|
|
|
6
|
|
$146M
|
+$29.9M
|
+352,860
|
+26%
|
|
|
7
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$118M
|
+$10.4M
|
+122,999
|
+10%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$43M
|
+507,827
|
+63%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$16.2M
|
+191,261
|
+17%
|
|
|
10
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$107M
|
–
|
–
|
–
|
|
|
11
|
WBI Investments
Red Bank,
New Jersey
|
$99.2M
|
+$3.88M
|
+45,770
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$66.4M
|
+$20.5M
|
+241,417
|
+46%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$58.8M
|
+$2.49M
|
+29,401
|
+5%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$54M
|
+$9.48M
|
+111,832
|
+22%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$45M
|
-$534K
|
-6,297
|
-1%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
$39.2M
|
+$2.67M
|
+31,532
|
+7%
|
|
|
17
|
SG Americas Securities
New York
|
$32.3M
|
+$31.8M
|
+374,976
|
New
|
|
|
18
|
National Planning Corporation
El Segundo,
California
|
$31.6M
|
-$283K
|
-3,344
|
-0.9%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.1M
|
+$5.69M
|
+67,086
|
+23%
|
|
|
20
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$30.4M
|
+$157K
|
+1,858
|
+0.5%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$26.3M
|
+$25.9M
|
+305,298
|
New
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.4M
|
+$7.19M
|
+84,803
|
+52%
|
|
|
23
|
SII Investments
Appleton,
Wisconsin
|
$21.1M
|
+$3.02M
|
+35,634
|
+17%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.9M
|
+$332K
|
+3,918
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
+$3.08M
|
+36,312
|
+18%
|
|
