|
1
|
|
$683M
|
+$6.67M
|
+71,800
|
+1%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$498M
|
+$10.2M
|
+110,171
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$488M
|
+$4.1M
|
+44,118
|
+0.8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$304M
|
+$6.8M
|
+73,235
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$207M
|
+$14.4M
|
+155,099
|
+7%
|
|
|
6
|
|
$185M
|
+$72.8M
|
+783,953
|
+64%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$162M
|
+$5.68M
|
+61,137
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$156M
|
+$19.3M
|
+207,728
|
+14%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$153M
|
-$1.47M
|
-15,871
|
-0.9%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$110M
|
-$12.9M
|
-138,940
|
-10%
|
|
|
11
|
|
$89.5M
|
-$163K
|
-1,759
|
-0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$70.7M
|
-$91.1M
|
-981,145
|
-56%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$70.1M
|
-$4.4M
|
-47,424
|
-6%
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$66.7M
|
-$600K
|
-6,461
|
-0.9%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$55.2M
|
+$6.52M
|
+70,244
|
+13%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.6M
|
-$6.76M
|
-72,774
|
-13%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$45.2M
|
+$254K
|
+2,732
|
+0.6%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$44.1M
|
+$123K
|
+1,324
|
+0.3%
|
|
|
19
|
Efficient Advisors
Mason,
Ohio
|
$41.1M
|
+$1.17M
|
+12,555
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.3M
|
-$5.2M
|
-55,935
|
-11%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$39.5M
|
-$2.4M
|
-25,867
|
-6%
|
|
|
22
|
Berkshire Money Management
Dalton,
Massachusetts
|
$39.2M
|
+$596K
|
+6,418
|
+2%
|
|
|
23
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$37.8M
|
-$556K
|
-5,986
|
-1%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$35.2M
|
+$584K
|
+6,287
|
+2%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$30M
|
+$540K
|
+5,813
|
+2%
|
|
