|
1
|
Bank of America
Charlotte,
North Carolina
|
$564M
|
+$33.7M
|
+859,280
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$360M
|
+$9.49M
|
+242,203
|
+3%
|
|
|
3
|
|
$310M
|
+$101M
|
+2,585,000
|
+50%
|
|
|
4
|
|
$295M
|
+$49M
|
+1,250,485
|
+20%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$271M
|
+$18M
|
+458,768
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$238M
|
+$65.1M
|
+1,660,633
|
+39%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$196M
|
-$3.94M
|
-100,473
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$162M
|
+$37.1M
|
+945,636
|
+30%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$149M
|
-$117M
|
-2,975,929
|
-44%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125M
|
+$11.4M
|
+290,267
|
+10%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$122M
|
+$477K
|
+12,168
|
+0.4%
|
|
|
12
|
|
$116M
|
+$15.3M
|
+390,053
|
+15%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$115M
|
+$1.72M
|
+43,930
|
+2%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$89.7M
|
+$4.83M
|
+123,189
|
+6%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$86.4M
|
-$47.5M
|
-1,210,997
|
-36%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.7M
|
-$3.68M
|
-93,869
|
-4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$72.3M
|
+$7.25M
|
+185,064
|
+11%
|
|
|
18
|
BlackRock Investment Management
Wilmington,
Delaware
|
$67.2M
|
+$322K
|
+8,222
|
+0.5%
|
|
|
19
|
|
$62.7M
|
+$2.09M
|
+53,261
|
+4%
|
|
|
20
|
WBI Investments
Red Bank,
New Jersey
|
$61.5M
|
-$8.81M
|
-224,750
|
-13%
|
|
|
21
|
|
$54.6M
|
+$39.3M
|
+1,002,076
|
+273%
|
|
|
22
|
Wharton Business Group
Malvern,
Pennsylvania
|
$53M
|
+$2.58M
|
+65,925
|
+5%
|
|
|
23
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$45.3M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.1M
|
+$4.41M
|
+112,528
|
+12%
|
|
|
25
|
Manchester Capital Management
Manchester,
Vermont
|
$39M
|
+$6.22M
|
+158,822
|
+19%
|
|
