|
1
|
|
$734M
|
+$54.9M
|
+581,871
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$503M
|
+$16.6M
|
+176,310
|
+3%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$501M
|
+$4.99M
|
+52,905
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$307M
|
+$3.76M
|
+39,896
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$210M
|
+$4.32M
|
+45,816
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
+$35.6M
|
+377,497
|
+22%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158M
|
-$4.06M
|
-43,008
|
-2%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$145M
|
-$7.43M
|
-78,786
|
-5%
|
|
|
9
|
|
$93.6M
|
+$4.52M
|
+47,918
|
+5%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$89.3M
|
-$21.1M
|
-223,589
|
-19%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$73.1M
|
+$2.38M
|
+25,190
|
+3%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$66.9M
|
+$489K
|
+5,179
|
+0.7%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$63.7M
|
-$6.27M
|
-66,481
|
-9%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$62.2M
|
+$39.7M
|
+421,267
|
+166%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$60.2M
|
+$5.27M
|
+55,863
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.5M
|
+$2.06M
|
+21,838
|
+4%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$44.9M
|
+$6.22M
|
+65,909
|
+16%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$44.4M
|
-$630K
|
-6,680
|
-1%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$43M
|
-$989K
|
-10,485
|
-2%
|
|
|
20
|
Efficient Advisors
Mason,
Ohio
|
$41M
|
+$37.9K
|
+402
|
+0.1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.7M
|
+$649K
|
+6,882
|
+2%
|
|
|
22
|
Berkshire Money Management
Dalton,
Massachusetts
|
$38.1M
|
-$1.01M
|
-10,729
|
-3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$36.2M
|
+$6.43M
|
+68,185
|
+21%
|
|
|
24
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$33.4M
|
-$4.3M
|
-45,571
|
-11%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$30.2M
|
+$387K
|
+4,102
|
+1%
|
|
