|
1
|
|
$1.07B
|
-$128M
|
-4,406,888
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$674M
|
+$25.3M
|
+872,088
|
+4%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$582M
|
-$27.5M
|
-949,320
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$497M
|
-$2.01M
|
-69,208
|
-0.4%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$468M
|
+$4.43M
|
+152,876
|
+0.9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$366M
|
+$59M
|
+2,036,244
|
+19%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$298M
|
+$9.19M
|
+317,212
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$240M
|
+$48.9M
|
+1,687,920
|
+25%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$205M
|
-$874K
|
-30,144
|
-0.4%
|
|
|
10
|
Churchill Management
Los Angeles,
California
|
$163M
|
-$11.2M
|
-385,220
|
-6%
|
|
|
11
|
Tiedemann Trust
Wilmington,
Delaware
|
$131M
|
+$7.72M
|
+266,424
|
+6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$103M
|
-$17.5M
|
-603,548
|
-14%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$83M
|
+$2.64M
|
+91,120
|
+3%
|
|
|
14
|
Simply Money Advisors
Cincinnati,
Ohio
|
$77.9M
|
-$169K
|
-5,828
|
-0.2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$77.3M
|
+$8.78M
|
+302,992
|
+13%
|
|
|
16
|
|
$75.1M
|
+$2.36M
|
+81,600
|
+3%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.1M
|
+$492K
|
+16,980
|
+0.7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70.7M
|
+$2.69M
|
+92,708
|
+4%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$70M
|
+$44.7M
|
+1,543,672
|
+169%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$64.5M
|
+$2.82M
|
+97,332
|
+4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.7M
|
+$4.07M
|
+140,468
|
+8%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$55M
|
+$5.01M
|
+173,000
|
+10%
|
|
|
23
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$53.1M
|
-$7.64M
|
-263,584
|
-12%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$52.8M
|
+$2.82M
|
+97,244
|
+6%
|
|
|
25
|
Sage Advisory Services
Austin,
Texas
|
$50.1M
|
+$165K
|
+5,692
|
+0.3%
|
|
