|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.26B
|
+$3.1B
|
+36,456,004
|
+142%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.16B
|
+$19.5M
|
+229,567
|
+2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.12B
|
+$133M
|
+1,561,249
|
+13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$418M
|
+$28.7M
|
+338,142
|
+7%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$289M
|
-$1.09M
|
-12,872
|
-0.4%
|
|
|
6
|
|
$151M
|
+$20.7M
|
+243,612
|
+16%
|
|
|
7
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$118M
|
+$46.7M
|
+549,945
|
+65%
|
|
|
8
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$105M
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$93.3M
|
-$2.99M
|
-35,206
|
-3%
|
|
|
10
|
Suntrust Banks
Atlanta,
Georgia
|
$80.3M
|
+$7.2M
|
+84,752
|
+10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$76.7M
|
-$30.8M
|
-363,202
|
-29%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$60.1M
|
+$2.53M
|
+29,818
|
+4%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$49.9M
|
+$459K
|
+5,408
|
+0.9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$35.6M
|
+$2.25M
|
+26,472
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.4M
|
+$1.63M
|
+19,139
|
+5%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$35.2M
|
+$2.36M
|
+27,778
|
+7%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$32.4M
|
+$4.55M
|
+53,578
|
+16%
|
|
|
18
|
Bank of New York Mellon
New York
|
$31.2M
|
+$4.38M
|
+51,583
|
+16%
|
|
|
19
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$31.1M
|
+$499K
|
+5,882
|
+2%
|
|
|
20
|
AJ Wealth Strategies
New York
|
$28.9M
|
+$5.24M
|
+61,753
|
+22%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.1M
|
+$3.29M
|
+38,748
|
+13%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$28M
|
+$1.74M
|
+20,516
|
+7%
|
|
|
23
|
IFC Holdings
Tampa,
Florida
|
$28M
|
+$1.88M
|
+22,101
|
+7%
|
|
|
24
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$26.8M
|
+$1.63M
|
+19,227
|
+6%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$26.6M
|
+$4.03M
|
+47,510
|
+18%
|
|
