|
1
|
Bank of America
Charlotte,
North Carolina
|
$862M
|
+$166M
|
+2,938,857
|
+24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$602M
|
+$38.7M
|
+685,152
|
+7%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$277M
|
+$266M
|
+4,698,919
|
+3,242%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$218M
|
+$5.87M
|
+103,788
|
+3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$106M
|
+$7.05M
|
+124,790
|
+7%
|
|
|
6
|
Alleghany Corporation
New York
|
$86.5M
|
–
|
–
|
–
|
|
|
7
|
|
$81.4M
|
-$23.2M
|
-411,253
|
-22%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$63.6M
|
+$988K
|
+17,479
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.8M
|
+$2.72M
|
+48,128
|
+7%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$41.6M
|
-$502K
|
-8,877
|
-1%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$36.7M
|
+$1.82M
|
+32,129
|
+5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$34M
|
+$1.06M
|
+18,776
|
+3%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$32.4M
|
+$18.4M
|
+324,773
|
+135%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$23M
|
+$11.3M
|
+200,466
|
+99%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$23M
|
+$416K
|
+7,362
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.8M
|
+$5.79M
|
+102,388
|
+37%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.3M
|
+$3.43M
|
+60,680
|
+21%
|
|
|
18
|
Westwood Holdings Group
Dallas,
Texas
|
$20.3M
|
-$6.04M
|
-106,921
|
-23%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
+$737K
|
+13,042
|
+4%
|
|
|
20
|
GM Advisory Group
Melville,
New York
|
$16.5M
|
+$162K
|
+2,862
|
+1%
|
|
|
21
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$15.2M
|
+$3.27M
|
+57,907
|
+28%
|
|
|
22
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$13.7M
|
–
|
–
|
–
|
|
|
23
|
Community Financial Services Group
Newport,
Vermont
|
$12.7M
|
+$498K
|
+8,814
|
+4%
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$11.9M
|
+$11.8M
|
+208,164
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.5M
|
+$1.11M
|
+19,566
|
+11%
|
|
