|
1
|
Wells Fargo
San Francisco,
California
|
$669M
|
+$65.8M
|
+1,169,668
|
+11%
|
|
|
2
|
|
$219M
|
-$12M
|
-212,348
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$78.8M
|
-$8.58M
|
-152,450
|
-10%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$65.9M
|
+$6.03M
|
+107,070
|
+10%
|
|
|
5
|
|
$57.6M
|
–
|
–
|
–
|
|
|
6
|
|
$56.2M
|
+$1.33M
|
+23,638
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.4M
|
+$922K
|
+16,380
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$42.5M
|
+$845K
|
+15,008
|
+2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41.7M
|
+$162K
|
+2,882
|
+0.4%
|
|
|
10
|
BOK Financial
Tulsa,
Oklahoma
|
$38.7M
|
-$44.8K
|
-796
|
-0.1%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$33.7M
|
+$2.63M
|
+46,816
|
+9%
|
|
|
12
|
Evensky & Katz
Coral Gables,
Florida
|
$27M
|
+$64.2K
|
+1,140
|
+0.2%
|
|
|
13
|
Madison Investment Holdings
Madison,
Wisconsin
|
$25.7M
|
+$1.76M
|
+31,202
|
+8%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$25.7M
|
+$1.08M
|
+19,246
|
+5%
|
|
|
15
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$23.2M
|
+$15.6M
|
+276,672
|
+226%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18.9M
|
-$16.7M
|
-295,960
|
-48%
|
|
|
17
|
First Merchants Corp
Muncie,
Indiana
|
$17M
|
+$133K
|
+2,368
|
+0.8%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$16.5M
|
+$1.4M
|
+24,874
|
+10%
|
|
|
19
|
LVZ Inc
Holland,
Michigan
|
$15.7M
|
+$15.2M
|
+270,696
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.4M
|
-$386K
|
-6,850
|
-3%
|
|
|
21
|
|
$13.5M
|
+$342K
|
+6,084
|
+3%
|
|
|
22
|
GHP Investment Advisors
Denver,
Colorado
|
$12.9M
|
+$115K
|
+2,038
|
+0.9%
|
|
|
23
|
Noven Financial Group
Denver,
Colorado
|
$12.4M
|
+$12.1M
|
+214,222
|
New
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$12.4M
|
+$375K
|
+6,660
|
+3%
|
|
|
25
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$12.1M
|
–
|
–
|
–
|
|
