|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.16B
|
+$34.1M
|
+390,677
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.06B
|
-$25.7M
|
-294,533
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$873M
|
+$74.7M
|
+855,411
|
+9%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$554M
|
+$7.06M
|
+80,765
|
+1%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$264M
|
-$119M
|
-1,362,577
|
-31%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$141M
|
+$12.8M
|
+146,732
|
+10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$137M
|
+$4.48M
|
+51,236
|
+3%
|
|
|
8
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$125M
|
–
|
–
|
–
|
|
|
9
|
|
$124M
|
-$1.96M
|
-22,394
|
-2%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$118M
|
-$4.78M
|
-54,734
|
-4%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$113M
|
-$4.84M
|
-55,368
|
-4%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$84.4M
|
+$1.17M
|
+13,431
|
+1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84M
|
+$9.31M
|
+106,580
|
+13%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$78.6M
|
+$2.16M
|
+24,710
|
+3%
|
|
|
15
|
Bank of New York Mellon
New York
|
$68.7M
|
+$3.99M
|
+45,640
|
+6%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$60.5M
|
+$4.7M
|
+53,823
|
+9%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$56.9M
|
+$2.85M
|
+32,670
|
+5%
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$53.6M
|
-$1.61M
|
-18,452
|
-3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53.3M
|
+$604K
|
+6,910
|
+1%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$51.7M
|
+$1.63M
|
+18,656
|
+3%
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$42.1M
|
+$2.1M
|
+23,988
|
+5%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$41.3M
|
+$3.67M
|
+42,044
|
+10%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$39.1M
|
+$4.01M
|
+45,950
|
+12%
|
|
|
24
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$34.3M
|
+$163K
|
+1,869
|
+0.5%
|
|
|
25
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$32.4M
|
+$962K
|
+11,006
|
+3%
|
|
