|
1
|
Wells Fargo
San Francisco,
California
|
$390M
|
+$12.6M
|
+228,036
|
+3%
|
|
|
2
|
|
$153M
|
+$2.31M
|
+41,774
|
+2%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$115M
|
-$1.59M
|
-28,750
|
-1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.7M
|
+$2.49M
|
+45,034
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$62.9M
|
-$16M
|
-289,706
|
-21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$41.8M
|
+$2.25M
|
+40,770
|
+6%
|
|
|
7
|
|
$32.3M
|
-$1.43M
|
-25,902
|
-4%
|
|
|
8
|
Wilmington Trust
Wilmington,
Delaware
|
$30M
|
+$788K
|
+14,250
|
+3%
|
|
|
9
|
|
$29.8M
|
+$216K
|
+3,916
|
+0.8%
|
|
|
10
|
Simply Money Advisors
Cincinnati,
Ohio
|
$28.8M
|
+$1.26M
|
+22,850
|
+5%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$25.8M
|
+$2.33M
|
+42,186
|
+10%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$22.4M
|
+$40.1K
|
+726
|
+0.2%
|
|
|
13
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$21.4M
|
-$429K
|
-7,758
|
-2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$3.23M
|
+58,524
|
+19%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$18.9M
|
+$18.2M
|
+328,876
|
+6,921%
|
|
|
16
|
GHP Investment Advisors
Denver,
Colorado
|
$16M
|
-$95.4K
|
-1,726
|
-0.6%
|
|
|
17
|
Wilmington Trust National Association
Wilmington,
Delaware
|
$15.1M
|
+$46.3K
|
+838
|
+0.3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
+$1.81M
|
+32,736
|
+14%
|
|
|
19
|
|
$14.7M
|
-$292K
|
-5,288
|
-2%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13.2M
|
-$35.4K
|
-640
|
-0.3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
+$487K
|
+8,812
|
+4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$12.1M
|
+$11.8M
|
+213,642
|
New
|
|
|
23
|
National Planning Corporation
El Segundo,
California
|
$11.8M
|
+$8.01M
|
+144,972
|
+239%
|
|
|
24
|
City National Bank
Beverly Hills,
Delaware
|
$11.4M
|
+$2.13M
|
+38,534
|
+24%
|
|
|
25
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$10.8M
|
-$2.4M
|
-43,352
|
-19%
|
|
