|
1
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
+$19.9M
|
+197,476
|
+12%
|
|
|
2
|
|
$120M
|
+$10.9M
|
+108,354
|
+11%
|
|
|
3
|
|
$70.4M
|
+$5.28M
|
+52,265
|
+8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.9M
|
-$355K
|
-3,513
|
-0.5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$66.2M
|
+$908K
|
+8,987
|
+1%
|
|
|
6
|
Lourd Capital
Beverly Hills,
California
|
$56.3M
|
+$366K
|
+3,629
|
+0.7%
|
|
|
7
|
Efficient Advisors
Mason,
Ohio
|
$34.5M
|
-$1.5M
|
-14,886
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$34.1M
|
+$202K
|
+1,997
|
+0.6%
|
|
|
9
|
Arrow Investment Advisors
Laurel,
Maryland
|
$33.9M
|
+$10.1M
|
+99,543
|
+45%
|
|
|
10
|
Dorsey Wright & Associates
Pasadena,
California
|
$33.9M
|
+$10.1M
|
+99,543
|
+45%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.2M
|
+$568K
|
+5,622
|
+2%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$28.5M
|
+$2.34M
|
+23,200
|
+9%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$26.8M
|
+$19.8M
|
+195,805
|
+336%
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$24.1M
|
+$8.83M
|
+87,439
|
+62%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.1M
|
-$1.11M
|
-11,020
|
-5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.3M
|
+$55.6K
|
+551
|
+0.3%
|
|
|
17
|
Bank of New York Mellon
New York
|
$20.1M
|
-$1.7M
|
-16,790
|
-8%
|
|
|
18
|
|
$18.7M
|
-$205K
|
-2,027
|
-1%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$18.4M
|
-$395K
|
-3,915
|
-2%
|
|
|
20
|
Concord Asset Management (Illinois)
Chicago,
Illinois
|
$16.3M
|
-$108K
|
-1,068
|
-0.7%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.5M
|
+$385K
|
+3,813
|
+3%
|
|
|
22
|
TD Capital Management
Memphis,
Tennessee
|
$12.9M
|
+$491K
|
+4,864
|
+4%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.4M
|
-$357K
|
-3,540
|
-3%
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11.7M
|
+$199K
|
+1,975
|
+2%
|
|
|
25
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$11.4M
|
+$35.2K
|
+349
|
+0.3%
|
|
