|
1
|
|
$648M
|
-$2.18M
|
-23,980
|
-0.3%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$486M
|
+$6.1M
|
+67,151
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$440M
|
+$13.3M
|
+146,221
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
-$11.3M
|
-123,959
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$169M
|
+$22.1M
|
+243,472
|
+15%
|
|
|
6
|
|
$159M
|
+$8.64M
|
+95,014
|
+6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$151M
|
+$15.8M
|
+173,623
|
+12%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$148M
|
+$149M
|
+1,642,755
|
+228,478%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$140M
|
+$7.65M
|
+84,125
|
+6%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$122M
|
+$373K
|
+4,106
|
+0.3%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$77.9M
|
+$1.82M
|
+20,000
|
+2%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$77.6M
|
+$1.52M
|
+16,724
|
+2%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$75.1M
|
-$6.86M
|
-75,440
|
-8%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$60.4M
|
-$4.8M
|
-52,773
|
-7%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$57.4M
|
+$57.7M
|
+635,000
|
+23,908%
|
|
|
16
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$54.1M
|
+$21.9M
|
+240,562
|
+67%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$48.2M
|
-$4.4M
|
-48,397
|
-8%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$43.7M
|
-$550K
|
-6,055
|
-1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.3M
|
+$3.08M
|
+33,899
|
+8%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$40.8M
|
+$6.4M
|
+70,460
|
+18%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$40M
|
-$436K
|
-4,801
|
-1%
|
|
|
22
|
Simply Money Advisors
Cincinnati,
Ohio
|
$38.2M
|
+$248K
|
+2,730
|
+0.6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.4M
|
-$599K
|
-6,586
|
-2%
|
|
|
24
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$37.2M
|
+$2.38M
|
+26,231
|
+7%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$34.3M
|
+$896K
|
+9,859
|
+3%
|
|
