|
1
|
|
$1.12B
|
+$258M
|
+4,904,620
|
+30%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$613M
|
+$25M
|
+474,844
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$461M
|
-$4.07M
|
-77,332
|
-0.9%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$407M
|
-$54.3M
|
-1,030,190
|
-12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$383M
|
+$5.22M
|
+99,142
|
+1%
|
|
|
6
|
|
$331M
|
-$7.49M
|
-142,236
|
-2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$250M
|
-$9.98M
|
-189,376
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$223M
|
-$11.8M
|
-224,100
|
-5%
|
|
|
9
|
Swiss Re
Zurich,
Switzerland
|
$175M
|
–
|
–
|
–
|
|
|
10
|
Members Trust
Tampa,
Florida
|
$144M
|
+$7.36M
|
+139,598
|
+5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$140M
|
+$8.41M
|
+159,554
|
+6%
|
|
|
12
|
|
$134M
|
-$2.94M
|
-55,836
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115M
|
+$963K
|
+18,272
|
+0.8%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$106M
|
+$8.92M
|
+169,222
|
+9%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$96M
|
-$2.95M
|
-56,044
|
-3%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$94M
|
+$3.64M
|
+69,078
|
+4%
|
|
|
17
|
Thomaspartners
Boston,
Massachusetts
|
$86.9M
|
-$157M
|
-2,988,396
|
-64%
|
|
|
18
|
Cantor Fitzgerald Investment Advisors
New York
|
$85.3M
|
+$550K
|
+10,440
|
+0.6%
|
|
|
19
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$79.7M
|
–
|
–
|
–
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$74.5M
|
-$21.9M
|
-415,262
|
-23%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$71.9M
|
-$153K
|
-2,910
|
-0.2%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$67.9M
|
+$10.6M
|
+201,436
|
+19%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$61.6M
|
+$2.14M
|
+40,578
|
+4%
|
|
|
24
|
HM Payson & Co
Portland,
Maine
|
$59.8M
|
+$1.94M
|
+36,764
|
+3%
|
|
|
25
|
Summitry LLC
Foster City,
California
|
$58.7M
|
+$1.44M
|
+27,320
|
+3%
|
|
