|
1
|
Bank of America
Charlotte,
North Carolina
|
$383M
|
+$38.6M
|
+1,122,694
|
+11%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$368M
|
+$77M
|
+2,239,966
|
+26%
|
|
|
3
|
|
$151M
|
+$21M
|
+610,167
|
+16%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$83.6M
|
+$5.9M
|
+171,622
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$82.7M
|
+$1.66M
|
+48,373
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.9M
|
+$7.2M
|
+209,342
|
+11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$71.3M
|
-$2.39M
|
-69,465
|
-3%
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$47.8M
|
+$3.24M
|
+94,269
|
+7%
|
|
|
9
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$46.5M
|
+$1.6M
|
+46,553
|
+3%
|
|
|
10
|
BlackRock Investment Management
Wilmington,
Delaware
|
$45.6M
|
+$17.6M
|
+512,980
|
+61%
|
|
|
11
|
BlackRock Fund Advisors
San Francisco,
California
|
$40.5M
|
+$18.2M
|
+528,414
|
+78%
|
|
|
12
|
BB&T Securities
Richmond,
Virginia
|
$38.8M
|
+$162K
|
+4,719
|
+4%
|
|
|
13
|
Gray Financial Group
Atlanta,
Georgia
|
$35.1M
|
+$79.7K
|
+2,320
|
+0.2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$29.3M
|
+$877K
|
+25,506
|
+3%
|
|
|
15
|
Managed Account Advisors
Jersey City,
New Jersey
|
$22.6M
|
+$3.24M
|
+94,139
|
+16%
|
|
|
16
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$20.6M
|
+$9.92M
|
+288,584
|
+89%
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$20.4M
|
+$668K
|
+19,444
|
+3%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$19.2M
|
-$6.97M
|
-202,693
|
-26%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$17.8M
|
-$795K
|
-23,116
|
-4%
|
|
|
20
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$16.8M
|
–
|
–
|
–
|
|
|
21
|
Curian Capital
Denver,
Colorado
|
$15.7M
|
+$6.19M
|
+180,068
|
+63%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
+$700K
|
+20,361
|
+5%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$5.43M
|
+157,956
|
+55%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$14.4M
|
+$1.59M
|
+46,128
|
+12%
|
|
|
25
|
Sentinel Asset Management
Montpelier,
Vermont
|
$14.2M
|
–
|
–
|
–
|
|
