|
1
|
Bank of America
Charlotte,
North Carolina
|
$566M
|
+$13M
|
+339,225
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$410M
|
+$133M
|
+3,465,673
|
+49%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$368M
|
+$26.1M
|
+682,271
|
+8%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$352M
|
+$28.2M
|
+736,410
|
+9%
|
|
|
5
|
|
$325M
|
–
|
–
|
–
|
|
|
6
|
|
$318M
|
+$16.3M
|
+426,738
|
+5%
|
|
|
7
|
|
$230M
|
+$99.8M
|
+2,608,964
|
+78%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$204M
|
-$159M
|
-4,157,718
|
-44%
|
|
|
9
|
|
$186M
|
+$678K
|
+17,741
|
+0.4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$154M
|
+$3.61M
|
+94,477
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$128M
|
-$13.2M
|
-344,016
|
-9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$126M
|
-$8.24M
|
-215,445
|
-6%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$125M
|
+$4.51M
|
+118,068
|
+4%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$106M
|
-$2.13M
|
-55,611
|
-2%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$86.6M
|
-$779K
|
-20,374
|
-0.9%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.2M
|
+$3.38M
|
+88,399
|
+4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$82.4M
|
+$3.6M
|
+94,264
|
+5%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$76.2M
|
+$30.8M
|
+806,321
|
+69%
|
|
|
19
|
|
$70.2M
|
+$3.04M
|
+79,606
|
+5%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$66.5M
|
+$2.67M
|
+69,850
|
+4%
|
|
|
21
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$63.9M
|
–
|
–
|
–
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$58.3M
|
+$26.9M
|
+704,645
|
+88%
|
|
|
23
|
Wharton Business Group
Malvern,
Pennsylvania
|
$54.4M
|
+$1.33M
|
+34,808
|
+3%
|
|
|
24
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$51.3M
|
-$1.91M
|
-50,000
|
-4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.4M
|
-$197K
|
-5,162
|
-0.4%
|
|
