|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.17B
|
-$783M
|
-9,268,886
|
-27%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.14B
|
+$156M
|
+1,848,774
|
+16%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$981M
|
+$134M
|
+1,581,075
|
+16%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$388M
|
+$51.9M
|
+614,788
|
+15%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$290M
|
-$2.18M
|
-25,799
|
-0.7%
|
|
|
6
|
|
$130M
|
-$1.97M
|
-23,272
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$107M
|
+$3.88M
|
+45,886
|
+4%
|
|
|
8
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$105M
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$96.3M
|
-$345K
|
-4,080
|
-0.4%
|
|
|
10
|
Suntrust Banks
Atlanta,
Georgia
|
$73M
|
+$10.7M
|
+126,340
|
+17%
|
|
|
11
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$71.6M
|
-$2.76M
|
-32,706
|
-4%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$57.5M
|
+$754K
|
+8,926
|
+1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$49.3M
|
+$933K
|
+11,036
|
+2%
|
|
|
14
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$40.4M
|
+$431K
|
+5,096
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.7M
|
-$3.12M
|
-36,937
|
-8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$33.3M
|
+$1.51M
|
+17,853
|
+5%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$33M
|
+$3.29M
|
+38,960
|
+11%
|
|
|
18
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$30.5M
|
-$14.2K
|
-168
|
-0%
|
|
|
19
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$28.8M
|
+$28.3M
|
+334,664
|
+5,143%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$27.8M
|
+$5.36M
|
+63,375
|
+24%
|
|
|
21
|
Bank of New York Mellon
New York
|
$26.8M
|
+$4.99M
|
+59,074
|
+23%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$26.2M
|
+$3.3M
|
+39,101
|
+14%
|
|
|
23
|
IFC Holdings
Tampa,
Florida
|
$26.1M
|
+$1.82M
|
+21,519
|
+7%
|
|
|
24
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$25.1M
|
+$2.32M
|
+27,417
|
+10%
|
|
|
25
|
SII Investments
Appleton,
Wisconsin
|
$24.9M
|
-$339K
|
-4,010
|
-1%
|
|
