|
1
|
Wells Fargo
San Francisco,
California
|
$446M
|
+$48.7M
|
+837,132
|
+13%
|
|
|
2
|
|
$182M
|
+$719K
|
+12,366
|
+0.4%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$121M
|
+$653K
|
+11,230
|
+0.6%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$108M
|
+$2.94M
|
+50,490
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
+$11.6M
|
+200,242
|
+13%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$61.6M
|
+$7.23M
|
+124,408
|
+14%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$47.1M
|
+$6.72M
|
+115,636
|
+17%
|
|
|
8
|
|
$43.4M
|
-$16.2K
|
-278
|
-0%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$39.8M
|
-$1.47M
|
-25,338
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$31M
|
-$4.71M
|
-81,084
|
-13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
+$13.8M
|
+238,152
|
+94%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$25.6M
|
+$12.9M
|
+221,892
|
+103%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$23.6M
|
+$23.1M
|
+397,268
|
New
|
|
|
14
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$20.1M
|
-$2.08M
|
-35,740
|
-10%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$17.3M
|
+$69.3K
|
+1,192
|
+0.4%
|
|
|
16
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$17.2M
|
-$707K
|
-12,166
|
-4%
|
|
|
17
|
Simply Money Advisors
Cincinnati,
Ohio
|
$16.6M
|
+$86.6K
|
+1,490
|
+0.5%
|
|
|
18
|
National Planning Corporation
El Segundo,
California
|
$16.6M
|
+$2.21M
|
+38,066
|
+15%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$16.3M
|
+$741K
|
+12,748
|
+5%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.1M
|
+$690K
|
+11,862
|
+5%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.9M
|
-$27.7K
|
-476
|
-0.2%
|
|
|
22
|
City National Bank
Beverly Hills,
Delaware
|
$14.5M
|
+$924K
|
+15,894
|
+7%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$13.8M
|
-$128K
|
-2,206
|
-0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
-$2.83M
|
-48,700
|
-18%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$1.52M
|
+26,220
|
+14%
|
|
