|
1
|
Wells Fargo
San Francisco,
California
|
$559M
|
-$13.3M
|
-249,228
|
-2%
|
|
|
2
|
|
$215M
|
-$5.87M
|
-109,952
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$81.5M
|
+$7.54M
|
+141,384
|
+10%
|
|
|
4
|
FundX Investment Group
San Francisco,
California
|
$64.1M
|
+$4.3M
|
+80,610
|
+7%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$55.4M
|
+$3.83M
|
+71,840
|
+8%
|
|
|
6
|
|
$53.6M
|
–
|
–
|
–
|
|
|
7
|
|
$50.9M
|
-$1.65M
|
-30,868
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.2M
|
+$22.9M
|
+429,536
|
+116%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$39.5M
|
+$272K
|
+5,106
|
+0.7%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.6M
|
+$63.5K
|
+1,190
|
+0.2%
|
|
|
11
|
BOK Financial
Tulsa,
Oklahoma
|
$36M
|
+$1.23M
|
+22,968
|
+4%
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$33.5M
|
+$16.8M
|
+314,844
|
+103%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$28.8M
|
+$1.47M
|
+27,574
|
+5%
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$25.1M
|
+$451K
|
+8,462
|
+2%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$22.8M
|
+$1.16M
|
+21,788
|
+5%
|
|
|
16
|
Madison Investment Holdings
Madison,
Wisconsin
|
$22.2M
|
+$21.9M
|
+410,912
|
New
|
|
|
17
|
First Merchants Corp
Muncie,
Indiana
|
$15.7M
|
+$486K
|
+9,106
|
+3%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$14M
|
+$1.17M
|
+21,884
|
+9%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.7M
|
+$675K
|
+12,650
|
+5%
|
|
|
20
|
Affinity Wealth Management
Wilmington,
Delaware
|
$13M
|
+$565K
|
+10,590
|
+5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
+$5.21M
|
+97,742
|
+74%
|
|
|
22
|
|
$12.2M
|
+$569K
|
+10,658
|
+5%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$11.8M
|
+$215K
|
+4,028
|
+2%
|
|
|
24
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$11.3M
|
+$99.2K
|
+1,860
|
+0.9%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11.2M
|
+$115K
|
+2,160
|
+1%
|
|
