|
1
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
+$8.28M
|
+80,268
|
+4%
|
|
|
2
|
|
$163M
|
+$39.6M
|
+384,082
|
+33%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$93M
|
+$27.9M
|
+270,955
|
+45%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$82.5M
|
+$80.4M
|
+780,023
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$69.9M
|
+$4.58M
|
+44,434
|
+7%
|
|
|
6
|
Lourd Capital
Beverly Hills,
California
|
$57.7M
|
-$603K
|
-5,846
|
-1%
|
|
|
7
|
Managed Account Advisors
Jersey City,
New Jersey
|
$55.6M
|
+$18.1M
|
+175,631
|
+50%
|
|
|
8
|
TIAA CREF Trust
St Louis,
Missouri
|
$38.1M
|
+$6.01M
|
+58,267
|
+19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$2.64M
|
+25,608
|
+8%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$34.3M
|
+$22.7K
|
+220
|
+0.1%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$32.2M
|
+$142K
|
+1,375
|
+0.5%
|
|
|
12
|
|
$24.4M
|
+$23.8M
|
+230,592
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
+$231K
|
+2,244
|
+1%
|
|
|
14
|
Bank of New York Mellon
New York
|
$22M
|
+$830K
|
+8,052
|
+4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$21.7M
|
+$2.3M
|
+22,272
|
+12%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$21.4M
|
+$20.7M
|
+200,437
|
+10,174%
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$21M
|
+$6.54M
|
+63,400
|
+47%
|
|
|
18
|
|
$20M
|
+$453K
|
+4,390
|
+2%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$16M
|
+$1.06M
|
+10,265
|
+7%
|
|
|
20
|
Concord Asset Management (Illinois)
Chicago,
Illinois
|
$15.8M
|
-$477K
|
-4,630
|
-3%
|
|
|
21
|
Wealth Architects
Mountain View,
California
|
$15.5M
|
+$15.2M
|
+146,985
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
-$1.35M
|
-13,089
|
-9%
|
|
|
23
|
Noven Financial Group
Denver,
Colorado
|
$14.1M
|
+$13.8M
|
+133,589
|
New
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.8M
|
+$1.72M
|
+16,713
|
+15%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$13.4M
|
+$1.52M
|
+14,785
|
+13%
|
|
