|
1
|
Wells Fargo
San Francisco,
California
|
$370M
|
+$65.8M
|
+1,232,552
|
+23%
|
|
|
2
|
|
$148M
|
+$1.5M
|
+28,064
|
+1%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$114M
|
-$4.11M
|
-76,984
|
-4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79.5M
|
+$589K
|
+11,042
|
+0.8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$77.8M
|
-$3.32M
|
-62,198
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$38.8M
|
+$846K
|
+15,852
|
+2%
|
|
|
7
|
|
$33.1M
|
+$1.95M
|
+36,578
|
+7%
|
|
|
8
|
|
$29.1M
|
+$193K
|
+3,624
|
+0.7%
|
|
|
9
|
Wilmington Trust
Wilmington,
Delaware
|
$28.6M
|
+$6.36M
|
+119,118
|
+30%
|
|
|
10
|
Simply Money Advisors
Cincinnati,
Ohio
|
$27M
|
+$25.8M
|
+482,842
|
+16,835%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$23M
|
+$1.3M
|
+24,332
|
+6%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$21.9M
|
+$1.46M
|
+27,342
|
+7%
|
|
|
13
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$21.4M
|
+$13.7M
|
+257,072
|
+202%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$1.41M
|
+26,374
|
+9%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$15.8M
|
-$114K
|
-2,138
|
-0.7%
|
|
|
16
|
Wilmington Trust National Association
Wilmington,
Delaware
|
$14.7M
|
+$3.32M
|
+62,108
|
+31%
|
|
|
17
|
|
$14.7M
|
+$866K
|
+16,218
|
+7%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13.2M
|
-$196K
|
-3,676
|
-2%
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$13M
|
+$162K
|
+3,034
|
+1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.7M
|
+$5.85M
|
+109,592
|
+92%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$16.8K
|
+314
|
+0.1%
|
|
|
22
|
FundX Investment Group
San Francisco,
California
|
$10.1M
|
-$1.15M
|
-21,600
|
-11%
|
|
|
23
|
Tompkins Financial
Ithaca,
New York
|
$9.58M
|
-$1.4M
|
-26,152
|
-13%
|
|
|
24
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$9.49M
|
-$7.2M
|
-134,784
|
-44%
|
|
|
25
|
BOK Financial
Tulsa,
Oklahoma
|
$9.44M
|
-$119K
|
-2,230
|
-1%
|
|
