|
1
|
Bank of America
Charlotte,
North Carolina
|
$778M
|
-$969K
|
-8,534
|
-0.1%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$504M
|
+$456M
|
+4,014,300
|
+1,179%
|
|
|
3
|
|
$399M
|
-$20.6M
|
-181,082
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$396M
|
+$37.8M
|
+332,819
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$312M
|
-$7.72M
|
-67,956
|
-2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$197M
|
+$2.42M
|
+21,307
|
+1%
|
|
|
7
|
TIAA CREF Trust
St Louis,
Missouri
|
$157M
|
+$250K
|
+2,199
|
+0.2%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$124M
|
-$7.59M
|
-66,800
|
-6%
|
|
|
9
|
|
$122M
|
+$2.09M
|
+18,402
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$118M
|
+$494K
|
+4,352
|
+0.4%
|
|
|
11
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$106M
|
-$19.5M
|
-171,852
|
-16%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$2.46M
|
+21,666
|
+2%
|
|
|
13
|
|
$85.3M
|
+$36.7M
|
+323,368
|
+78%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$79.2M
|
-$2.16M
|
-19,013
|
-3%
|
|
|
15
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$74.7M
|
+$73.3M
|
+645,816
|
New
|
|
|
16
|
Bessemer Group
Woodbridge,
New Jersey
|
$60.3M
|
-$1.27M
|
-11,208
|
-2%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$60M
|
+$7.35M
|
+64,687
|
+14%
|
|
|
18
|
Karpus Investment Management
Pittsford,
New York
|
$53.8M
|
+$139K
|
+1,225
|
+0.3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$53.6M
|
+$21.7M
|
+191,256
|
+70%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.2M
|
+$1.77M
|
+15,617
|
+4%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42.7M
|
-$684K
|
-6,026
|
-2%
|
|
|
22
|
Vista Capital Partners
Portland,
Oregon
|
$42.6M
|
+$203K
|
+1,790
|
+0.5%
|
|
|
23
|
Wealthfront
Palo Alto,
California
|
$40.6M
|
+$7.19M
|
+63,269
|
+22%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$37.9M
|
+$2.65M
|
+23,301
|
+8%
|
|
|
25
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$37.1M
|
-$1.48M
|
-13,001
|
-4%
|
|
