|
1
|
Bank of America
Charlotte,
North Carolina
|
$592M
|
+$18.7M
|
+481,545
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$433M
|
+$18.1M
|
+463,804
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$389M
|
+$32.2M
|
+828,497
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$379M
|
+$6.24M
|
+160,253
|
+2%
|
|
|
5
|
|
$328M
|
–
|
–
|
–
|
|
|
6
|
|
$314M
|
-$8.29M
|
-213,005
|
-3%
|
|
|
7
|
|
$240M
|
+$6.88M
|
+176,841
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$215M
|
+$9.03M
|
+232,091
|
+4%
|
|
|
9
|
|
$197M
|
+$9.31M
|
+239,291
|
+5%
|
|
|
10
|
|
$166M
|
+$146M
|
+3,751,827
|
+759%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$159M
|
+$2.75M
|
+70,560
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132M
|
+$3.95M
|
+101,568
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$126M
|
-$3.94M
|
-101,118
|
-3%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$117M
|
-$8.62M
|
-221,604
|
-7%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$112M
|
+$4.61M
|
+118,366
|
+4%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$94.9M
|
+$7.22M
|
+185,409
|
+8%
|
|
|
17
|
|
$89M
|
+$43.8M
|
+1,126,138
|
+98%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$83.1M
|
-$2.11M
|
-54,290
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$82.8M
|
-$624K
|
-16,034
|
-0.8%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$75M
|
+$7.37M
|
+189,460
|
+11%
|
|
|
21
|
|
$74.6M
|
+$3.51M
|
+90,071
|
+5%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$68.4M
|
+$9.39M
|
+241,404
|
+16%
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$64.8M
|
-$12.2M
|
-314,660
|
-16%
|
|
|
24
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$64.6M
|
–
|
–
|
–
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.3M
|
+$30.4M
|
+779,910
|
+103%
|
|
