|
1
|
Wells Fargo
San Francisco,
California
|
$811M
|
+$72.1M
|
+1,184,568
|
+10%
|
|
|
2
|
|
$238M
|
-$3.12M
|
-51,236
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$18.6M
|
+306,122
|
+23%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$82.6M
|
+$4.7M
|
+77,234
|
+6%
|
|
|
5
|
|
$69.1M
|
+$7.56M
|
+124,254
|
+13%
|
|
|
6
|
|
$60.4M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$58.7M
|
+$9.01M
|
+147,962
|
+19%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.3M
|
-$1.92M
|
-31,526
|
-4%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.8M
|
+$1.88M
|
+30,892
|
+4%
|
|
|
10
|
BOK Financial
Tulsa,
Oklahoma
|
$41.2M
|
-$2.94M
|
-48,264
|
-7%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$38M
|
+$796K
|
+13,084
|
+2%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$29.5M
|
+$416K
|
+6,830
|
+1%
|
|
|
13
|
Evensky & Katz
Coral Gables,
Florida
|
$28.2M
|
-$432K
|
-7,104
|
-2%
|
|
|
14
|
Palladium Partners
Norfolk,
Virginia
|
$21.6M
|
+$9.34M
|
+153,472
|
+82%
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$21M
|
-$412K
|
-6,762
|
-2%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$20.7M
|
+$2.52M
|
+41,456
|
+15%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$20.1M
|
+$1.04M
|
+17,026
|
+6%
|
|
|
18
|
Affinity Wealth Management
Wilmington,
Delaware
|
$19.3M
|
+$18.5M
|
+303,962
|
New
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$19.1M
|
+$3.35M
|
+55,046
|
+22%
|
|
|
20
|
First Merchants Corp
Muncie,
Indiana
|
$18.7M
|
-$176K
|
-2,898
|
-1%
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$18.6M
|
-$5.62M
|
-92,278
|
-24%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
+$2.89M
|
+47,472
|
+22%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$16.6M
|
+$519K
|
+8,520
|
+3%
|
|
|
24
|
Noven Financial Group
Denver,
Colorado
|
$15.3M
|
+$360K
|
+5,922
|
+3%
|
|
|
25
|
Rex Capital Advisors
Providence,
Rhode Island
|
$14.4M
|
-$177K
|
-2,910
|
-1%
|
|
