|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.92B
|
+$384M
|
+4,615,866
|
+15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$971M
|
+$163M
|
+1,955,903
|
+20%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$838M
|
+$74.2M
|
+891,004
|
+10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$333M
|
+$44M
|
+528,099
|
+15%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$289M
|
-$39.7M
|
-476,339
|
-12%
|
|
|
6
|
|
$254M
|
+$178M
|
+2,142,212
|
+238%
|
|
|
7
|
|
$130M
|
-$30.7M
|
-369,296
|
-19%
|
|
|
8
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$104M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$102M
|
-$25.8M
|
-310,471
|
-20%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$95.3M
|
-$22.4M
|
-268,891
|
-19%
|
|
|
11
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$73.6M
|
-$6.19M
|
-74,333
|
-8%
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$61.7M
|
+$4.12M
|
+49,436
|
+7%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$56.1M
|
+$4.15M
|
+49,817
|
+8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$47.9M
|
+$2.85M
|
+34,198
|
+6%
|
|
|
15
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$39.5M
|
+$39.3M
|
+472,245
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.4M
|
+$9.62M
|
+115,603
|
+36%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$31.5M
|
-$3.78M
|
-45,410
|
-11%
|
|
|
18
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$30.2M
|
+$329K
|
+3,950
|
+1%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$29.5M
|
+$3.65M
|
+43,790
|
+14%
|
|
|
20
|
SII Investments
Appleton,
Wisconsin
|
$25M
|
+$1.11M
|
+13,378
|
+5%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$24M
|
+$1.08M
|
+13,007
|
+5%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$22.7M
|
+$1.08M
|
+13,013
|
+5%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.6M
|
+$1.93M
|
+23,182
|
+9%
|
|
|
24
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$22.5M
|
+$1.65M
|
+19,849
|
+8%
|
|
|
25
|
Natixis Advisors
Boston,
Massachusetts
|
$22.5M
|
+$1.61M
|
+19,359
|
+8%
|
|
