|
1
|
|
$784M
|
+$58.5M
|
+569,558
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$590M
|
-$7.01M
|
-68,205
|
-1%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$463M
|
+$43.7M
|
+425,221
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$364M
|
-$1.22M
|
-11,878
|
-0.3%
|
|
|
5
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$227M
|
+$232M
|
+2,256,315
|
New
|
|
|
6
|
|
$218M
|
-$11.4M
|
-111,380
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$210M
|
-$9.59M
|
-93,338
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$197M
|
+$9.52M
|
+92,684
|
+5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$195M
|
-$616K
|
-5,996
|
-0.3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$149M
|
-$36.8M
|
-358,511
|
-20%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$144M
|
-$560K
|
-5,448
|
-0.4%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$124M
|
-$8.15M
|
-79,304
|
-6%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$123M
|
+$3.42M
|
+33,259
|
+3%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$113M
|
-$888K
|
-8,642
|
-0.8%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$112M
|
+$2.49M
|
+24,285
|
+2%
|
|
|
16
|
USA Financial Formulas
Ada,
Michigan
|
$105M
|
+$107M
|
+1,041,989
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$95.5M
|
+$13.2M
|
+128,011
|
+16%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$95.2M
|
-$3.1M
|
-30,139
|
-3%
|
|
|
19
|
|
$87.8M
|
+$1.86M
|
+18,119
|
+2%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$72.7M
|
-$85.6K
|
-833
|
-0.1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.5M
|
-$1.7M
|
-16,585
|
-3%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$56.8M
|
+$15.3M
|
+148,504
|
+35%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$56.2M
|
-$468K
|
-4,554
|
-0.8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.5M
|
+$1.75M
|
+17,057
|
+3%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$54.2M
|
-$4.35M
|
-42,318
|
-7%
|
|
