|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.53B
|
+$284M
|
+3,467,419
|
+5%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.37B
|
+$152M
|
+1,854,338
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.09B
|
-$83.3M
|
-1,015,529
|
-7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$475M
|
+$53.4M
|
+651,389
|
+12%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$298M
|
-$1.84M
|
-22,371
|
-0.6%
|
|
|
6
|
|
$139M
|
-$15.7M
|
-191,207
|
-10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$131M
|
-$31.3M
|
-381,165
|
-19%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$106M
|
+$43.2M
|
+526,902
|
+69%
|
|
|
9
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$101M
|
–
|
–
|
–
|
|
|
10
|
|
$79.2M
|
+$54.6M
|
+665,216
|
+219%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$68M
|
-$8.44M
|
-102,895
|
-11%
|
|
|
12
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$67.3M
|
-$44.3M
|
-539,690
|
-40%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$61.4M
|
-$230K
|
-2,807
|
-0.4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$59.7M
|
+$7.01M
|
+85,459
|
+13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.4M
|
+$9M
|
+109,683
|
+22%
|
|
|
16
|
Bank of New York Mellon
New York
|
$43M
|
+$6.98M
|
+85,024
|
+19%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$41.2M
|
+$7.6M
|
+92,661
|
+22%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$40.5M
|
+$1.16M
|
+14,119
|
+3%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39M
|
+$9.35M
|
+113,956
|
+31%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$31.4M
|
-$57.5M
|
-701,129
|
-65%
|
|
|
21
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$31.1M
|
+$582K
|
+7,100
|
+2%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$28.6M
|
+$2.68M
|
+32,700
|
+10%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.5M
|
-$772K
|
-9,405
|
-3%
|
|
|
24
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$27.5M
|
-$226K
|
-2,760
|
-0.8%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$27.1M
|
+$752K
|
+9,168
|
+3%
|
|
