|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.21B
|
-$470M
|
-5,875,361
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$902M
|
-$56.9M
|
-711,171
|
-6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$803M
|
+$305M
|
+3,810,828
|
+63%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$555M
|
+$486M
|
+6,063,858
|
+797%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$496M
|
-$773K
|
-9,656
|
-0.2%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$274M
|
-$12.1M
|
-150,800
|
-4%
|
|
|
7
|
|
$143M
|
+$28.3M
|
+353,051
|
+25%
|
|
|
8
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$116M
|
–
|
–
|
–
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$109M
|
+$99.5M
|
+1,242,200
|
+1,297%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$106M
|
-$1.84M
|
-22,934
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$93.9M
|
-$26.9M
|
-336,330
|
-23%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$78.6M
|
+$22.6M
|
+281,801
|
+41%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$55.2M
|
+$23.2M
|
+289,378
|
+74%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.1M
|
+$8.13M
|
+101,492
|
+18%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$54.6M
|
-$5.75M
|
-71,783
|
-10%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53.3M
|
-$3.87M
|
-48,353
|
-7%
|
|
|
17
|
Bank of New York Mellon
New York
|
$52.9M
|
+$2.01M
|
+25,050
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$49.9M
|
+$8M
|
+99,973
|
+19%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$44.9M
|
+$2.58M
|
+32,262
|
+6%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$37.8M
|
-$3.8M
|
-47,494
|
-9%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$34.1M
|
+$13.7M
|
+170,875
|
+69%
|
|
|
22
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$30.1M
|
-$429K
|
-5,356
|
-1%
|
|
|
23
|
|
$28.2M
|
+$22.4M
|
+279,886
|
+421%
|
|
|
24
|
CMC Financial Group
Atlanta,
Georgia
|
$27.1M
|
+$26.7M
|
+333,437
|
New
|
|
|
25
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$26.5M
|
-$33.9K
|
-423
|
-0.1%
|
|
