|
1
|
Bank of America
Charlotte,
North Carolina
|
$185M
|
+$1.17M
|
+11,341
|
+0.6%
|
|
|
2
|
|
$116M
|
+$2.25M
|
+21,730
|
+2%
|
|
|
3
|
|
$66.4M
|
-$187K
|
-1,803
|
-0.3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$61.4M
|
-$1.16M
|
-11,232
|
-2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$60.7M
|
-$4.61M
|
-44,473
|
-7%
|
|
|
6
|
Lourd Capital
Beverly Hills,
California
|
$55M
|
+$1.83M
|
+17,629
|
+3%
|
|
|
7
|
Managed Account Advisors
Jersey City,
New Jersey
|
$34.9M
|
+$12.6M
|
+122,113
|
+53%
|
|
|
8
|
Efficient Advisors
Mason,
Ohio
|
$32.3M
|
-$319K
|
-3,085
|
-0.9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$32.3M
|
+$545K
|
+5,258
|
+2%
|
|
|
10
|
Wharton Business Group
Malvern,
Pennsylvania
|
$30.2M
|
+$5.06M
|
+48,895
|
+19%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$30.1M
|
+$3.35M
|
+32,304
|
+12%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.8M
|
+$2.25M
|
+21,773
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
+$1.53M
|
+14,815
|
+7%
|
|
|
14
|
Bank of New York Mellon
New York
|
$19.9M
|
+$945K
|
+9,122
|
+5%
|
|
|
15
|
|
$18.4M
|
+$808K
|
+7,800
|
+4%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$18.2M
|
+$895K
|
+8,644
|
+5%
|
|
|
17
|
Concord Asset Management (Illinois)
Chicago,
Illinois
|
$15.4M
|
-$107K
|
-1,035
|
-0.7%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
-$5.45M
|
-52,609
|
-26%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$14M
|
+$303K
|
+2,924
|
+2%
|
|
|
20
|
TD Capital Management
Memphis,
Tennessee
|
$13.5M
|
+$1.38M
|
+13,321
|
+11%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.3M
|
-$420K
|
-4,058
|
-3%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$11.2M
|
+$496K
|
+4,794
|
+4%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11.2M
|
+$89.6K
|
+865
|
+0.8%
|
|
|
24
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$10.9M
|
+$136K
|
+1,313
|
+1%
|
|
|
25
|
Summit Equities
Parsippany,
New Jersey
|
$10.7M
|
+$708K
|
+6,838
|
+7%
|
|
