|
1
|
Matson Money Inc
Mason,
Ohio
|
$648M
|
-$15.2M
|
-283,601
|
-2%
|
|
|
2
|
|
$511M
|
+$118M
|
+2,194,042
|
+30%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$414M
|
+$9.74M
|
+181,695
|
+2%
|
|
|
4
|
|
$344M
|
+$6.17M
|
+114,974
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$265M
|
-$21.9M
|
-408,314
|
-8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$265M
|
+$12.8M
|
+238,639
|
+5%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257M
|
–
|
–
|
–
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$249M
|
+$24.9M
|
+463,801
|
+11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$222M
|
+$11.3M
|
+210,343
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$221M
|
+$4.82M
|
+89,941
|
+2%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$218M
|
-$128M
|
-2,380,940
|
-37%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$211M
|
+$32.4M
|
+604,621
|
+18%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$206M
|
-$3.41M
|
-63,519
|
-2%
|
|
|
14
|
|
$185M
|
-$21M
|
-391,681
|
-10%
|
|
|
15
|
|
$163M
|
+$43.9M
|
+819,367
|
+37%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160M
|
+$14.5M
|
+270,053
|
+10%
|
|
|
17
|
Allstate Corporation
Northbrook,
Illinois
|
$129M
|
-$24M
|
-446,662
|
-16%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$125M
|
+$11.1M
|
+206,621
|
+10%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$122M
|
-$3.05M
|
-56,867
|
-2%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$112M
|
+$1.22M
|
+22,689
|
+1%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$99.9M
|
-$10.1M
|
-188,454
|
-9%
|
|
|
22
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$98.6M
|
–
|
–
|
–
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$97.2M
|
+$2.75M
|
+51,243
|
+3%
|
|
|
24
|
Country Trust Bank
Bloomington,
Illinois
|
$90.9M
|
+$4.88M
|
+91,015
|
+6%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$87.2M
|
-$857K
|
-15,976
|
-1%
|
|
