|
1
|
Bank of America
Charlotte,
North Carolina
|
$521M
|
+$34.8M
|
+895,362
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$326M
|
+$11.5M
|
+296,536
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$297M
|
+$158M
|
+4,061,271
|
+115%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$262M
|
-$30.1M
|
-774,292
|
-10%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$240M
|
+$15.1M
|
+388,320
|
+7%
|
|
|
6
|
|
$230M
|
-$5.11M
|
-131,288
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$162M
|
-$3.3M
|
-84,677
|
-2%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$118M
|
+$7.53M
|
+193,356
|
+7%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$111M
|
-$3.12M
|
-80,043
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106M
|
+$28.2M
|
+724,906
|
+36%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$6.16M
|
+158,317
|
+6%
|
|
|
12
|
|
$99.1M
|
+$99.2M
|
+2,550,000
|
New
|
|
|
13
|
|
$92.3M
|
-$5.46M
|
-140,278
|
-6%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$85.6M
|
-$25.6M
|
-657,832
|
-23%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$81.9M
|
+$4.66M
|
+119,812
|
+6%
|
|
|
16
|
WBI Investments
Red Bank,
New Jersey
|
$81.5M
|
-$9.17M
|
-235,673
|
-10%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$73.8M
|
-$9.28M
|
-238,512
|
-11%
|
|
|
18
|
BlackRock Investment Management
Wilmington,
Delaware
|
$72.3M
|
-$6.25M
|
-160,666
|
-8%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58M
|
+$1.89M
|
+48,575
|
+3%
|
|
|
20
|
|
$55.4M
|
-$6.43M
|
-165,261
|
-10%
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$49.6M
|
-$116K
|
-2,980
|
-0.2%
|
|
|
22
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$44.1M
|
–
|
–
|
–
|
|
|
23
|
|
$39.9M
|
-$11.6M
|
-298,848
|
-23%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.4M
|
+$24.4M
|
+625,760
|
+161%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
-$13.5M
|
-346,419
|
-30%
|
|
