|
1
|
Bank of America
Charlotte,
North Carolina
|
$599M
|
+$12.8M
|
+329,245
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$424M
|
-$4.55M
|
-116,720
|
-1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$415M
|
+$29.7M
|
+762,264
|
+8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$359M
|
-$16.6M
|
-426,624
|
-4%
|
|
|
5
|
|
$325M
|
–
|
–
|
–
|
|
|
6
|
|
$301M
|
-$9.95M
|
-255,404
|
-3%
|
|
|
7
|
|
$224M
|
-$13.5M
|
-345,295
|
-6%
|
|
|
8
|
|
$211M
|
+$46.8M
|
+1,201,922
|
+28%
|
|
|
9
|
|
$197M
|
+$1.8M
|
+46,234
|
+0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$158M
|
+$1.26M
|
+32,397
|
+0.8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135M
|
+$4.49M
|
+115,149
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$130M
|
+$5.66M
|
+145,270
|
+5%
|
|
|
13
|
|
$117M
|
+$28.8M
|
+739,378
|
+33%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$114M
|
-$2.56M
|
-65,647
|
-2%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$113M
|
+$2.55M
|
+65,486
|
+2%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$100M
|
+$6.09M
|
+156,247
|
+6%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84M
|
+$1.66M
|
+42,513
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$83.8M
|
+$1.76M
|
+45,155
|
+2%
|
|
|
19
|
|
$78M
|
+$4.09M
|
+104,944
|
+6%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$69.6M
|
+$1.84M
|
+47,352
|
+3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.6M
|
+$6.82M
|
+175,074
|
+12%
|
|
|
22
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$64M
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$64M
|
-$150M
|
-3,844,291
|
-70%
|
|
|
24
|
CNO Financial Group
Carmel,
Indiana
|
$55.5M
|
+$20M
|
+513,300
|
+56%
|
|
|
25
|
Wharton Business Group
Malvern,
Pennsylvania
|
$54.8M
|
+$499K
|
+12,800
|
+0.9%
|
|
