|
1
|
Wells Fargo
San Francisco,
California
|
$1.07B
|
+$19M
|
+302,462
|
+2%
|
|
|
2
|
|
$244M
|
-$11.1M
|
-176,938
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$740K
|
-11,758
|
-0.7%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$99.7M
|
+$2.94M
|
+46,780
|
+3%
|
|
|
5
|
Members Trust
Tampa,
Florida
|
$76.9M
|
+$75.6M
|
+1,201,202
|
New
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.1M
|
+$5.22M
|
+82,888
|
+8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$73.1M
|
+$19.2M
|
+305,092
|
+36%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$72.5M
|
-$1.06M
|
-16,844
|
-1%
|
|
|
9
|
|
$56.8M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.8M
|
+$10.4M
|
+164,694
|
+40%
|
|
|
11
|
Evensky & Katz
Coral Gables,
Florida
|
$35.3M
|
+$809K
|
+12,862
|
+2%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$31.7M
|
+$2.17M
|
+34,512
|
+8%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$30.5M
|
+$7M
|
+111,218
|
+30%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$27.9M
|
+$27.5M
|
+436,244
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$26.9M
|
+$1.37M
|
+21,808
|
+5%
|
|
|
16
|
Palladium Partners
Norfolk,
Virginia
|
$26.7M
|
+$554K
|
+8,808
|
+2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$24.5M
|
+$1.7M
|
+27,022
|
+8%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$21.6M
|
-$867K
|
-13,776
|
-4%
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$21.3M
|
+$20.2M
|
+321,440
|
+2,738%
|
|
|
20
|
BOK Financial
Tulsa,
Oklahoma
|
$20.6M
|
-$482K
|
-7,656
|
-2%
|
|
|
21
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$20.4M
|
-$1.13M
|
-17,900
|
-5%
|
|
|
22
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$19M
|
+$17.6M
|
+280,468
|
+1,655%
|
|
|
23
|
Rex Capital Advisors
Providence,
Rhode Island
|
$17.8M
|
+$126
|
+2
|
+0%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17M
|
+$3.82M
|
+60,740
|
+30%
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$16.7M
|
-$963K
|
-15,304
|
-6%
|
|
