|
1
|
Matson Money Inc
Mason,
Ohio
|
$664M
|
-$14.2M
|
-264,521
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$405M
|
+$2.26M
|
+42,279
|
+0.6%
|
|
|
3
|
|
$394M
|
+$12M
|
+225,099
|
+3%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$346M
|
+$3.09M
|
+57,719
|
+0.9%
|
|
|
5
|
|
$338M
|
-$11.8M
|
-221,334
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$287M
|
-$31.8K
|
-594
|
-0%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$252M
|
+$920K
|
+17,199
|
+0.4%
|
|
|
9
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$224M
|
+$27.1M
|
+507,470
|
+14%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$216M
|
+$35.2M
|
+657,869
|
+20%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$211M
|
+$38.5M
|
+719,484
|
+22%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$210M
|
-$5.06M
|
-94,642
|
-2%
|
|
|
13
|
|
$206M
|
+$1.38M
|
+25,813
|
+0.7%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$179M
|
+$82.5M
|
+1,542,103
|
+86%
|
|
|
15
|
Allstate Corporation
Northbrook,
Illinois
|
$153M
|
+$7.26M
|
+135,669
|
+5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$146M
|
+$8.53M
|
+159,396
|
+6%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$125M
|
+$3.48M
|
+65,115
|
+3%
|
|
|
18
|
|
$119M
|
-$270M
|
-5,044,150
|
-69%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$114M
|
+$4.92M
|
+91,960
|
+5%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$110M
|
+$1.92M
|
+35,924
|
+2%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$110M
|
+$12.4M
|
+232,305
|
+13%
|
|
|
22
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$99.5M
|
–
|
–
|
–
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$94.6M
|
+$29.6M
|
+553,849
|
+46%
|
|
|
24
|
Fiduciary Trust
Boston,
Massachusetts
|
$88.1M
|
+$89.1K
|
+1,666
|
+0.1%
|
|
|
25
|
Country Trust Bank
Bloomington,
Illinois
|
$86.1M
|
+$12.4M
|
+231,030
|
+17%
|
|
