|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.86B
|
+$412M
|
+4,691,882
|
+12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$779M
|
+$97.1M
|
+1,106,130
|
+14%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$620M
|
+$138M
|
+1,576,556
|
+29%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$303M
|
+$13.2M
|
+150,120
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$242M
|
+$35.9M
|
+409,632
|
+17%
|
|
|
6
|
|
$172M
|
+$16.3M
|
+185,359
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$127M
|
+$5.53M
|
+63,077
|
+5%
|
|
|
8
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$110M
|
-$402M
|
-4,577,182
|
-78%
|
|
|
9
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$109M
|
-$9.42M
|
-107,385
|
-8%
|
|
|
10
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$109M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$94.8M
|
+$20.3M
|
+230,854
|
+27%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$58.9M
|
-$6.77M
|
-77,180
|
-10%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$52.2M
|
+$1.89M
|
+21,539
|
+4%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$50.8M
|
+$7.84M
|
+89,358
|
+18%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$47.3M
|
-$3.31M
|
-37,749
|
-7%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$46.4M
|
+$9.2M
|
+104,898
|
+25%
|
|
|
17
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$31.4M
|
+$505K
|
+5,752
|
+2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.6M
|
+$5.97M
|
+68,061
|
+25%
|
|
|
19
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$28.6M
|
+$129K
|
+1,465
|
+0.5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.4M
|
+$1.32M
|
+15,018
|
+5%
|
|
|
21
|
National Planning Corporation
El Segundo,
California
|
$26.1M
|
-$5.99M
|
-68,286
|
-18%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$24.7M
|
+$1.46M
|
+16,651
|
+6%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24M
|
+$1.59M
|
+18,154
|
+7%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$24M
|
+$1.84M
|
+20,985
|
+8%
|
|
|
25
|
SII Investments
Appleton,
Wisconsin
|
$23.7M
|
+$1.4M
|
+15,962
|
+6%
|
|
