|
1
|
Bank of America
Charlotte,
North Carolina
|
$561M
|
+$49.9M
|
+1,341,560
|
+10%
|
|
|
2
|
|
$339M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$300M
|
+$15M
|
+402,162
|
+5%
|
|
|
4
|
|
$285M
|
+$46.6M
|
+1,252,251
|
+20%
|
|
|
5
|
|
$276M
|
+$106M
|
+2,855,810
|
+64%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$225M
|
-$83M
|
-2,229,737
|
-27%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$183M
|
+$6.63M
|
+178,221
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$179M
|
+$12.5M
|
+336,565
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$163M
|
-$16.4M
|
-442,040
|
-9%
|
|
|
10
|
|
$161M
|
+$4.4M
|
+118,256
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$151M
|
+$10.8M
|
+289,493
|
+8%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$116M
|
+$16.2M
|
+435,646
|
+16%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$111M
|
+$7.46M
|
+200,593
|
+7%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$95.4M
|
+$919K
|
+24,690
|
+1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$74.5M
|
-$10.1M
|
-270,757
|
-12%
|
|
|
16
|
Grimes & Company
Westborough,
Massachusetts
|
$71.3M
|
+$70.7M
|
+1,900,093
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$67.8M
|
+$3.41M
|
+91,667
|
+5%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$67M
|
-$1.34M
|
-35,966
|
-2%
|
|
|
19
|
|
$61.6M
|
-$64.6M
|
-1,737,296
|
-51%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$45.5M
|
+$3.62M
|
+97,371
|
+9%
|
|
|
21
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$42.6M
|
–
|
–
|
–
|
|
|
22
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$42.3M
|
+$41.9M
|
+1,126,612
|
New
|
|
|
23
|
Bramshill Investments
Naples,
Florida
|
$41.2M
|
+$40.9M
|
+1,098,538
|
New
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$34.1M
|
+$23.7M
|
+637,302
|
+236%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.2M
|
+$915K
|
+24,602
|
+3%
|
|
