|
1
|
Bank of America
Charlotte,
North Carolina
|
$218M
|
+$6.04M
|
+56,875
|
+3%
|
|
|
2
|
|
$182M
|
+$13.1M
|
+123,293
|
+8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$95.8M
|
-$402K
|
-3,784
|
-0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$95.1M
|
+$9.44M
|
+88,951
|
+11%
|
|
|
5
|
Managed Account Advisors
Jersey City,
New Jersey
|
$80.6M
|
+$22.4M
|
+210,507
|
+40%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$72.4M
|
+$108K
|
+1,018
|
+0.2%
|
|
|
7
|
Lourd Capital
Beverly Hills,
California
|
$61M
|
+$1.29M
|
+12,158
|
+2%
|
|
|
8
|
|
$45.8M
|
+$19.9M
|
+187,703
|
+81%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$43.6M
|
+$4.87M
|
+45,846
|
+13%
|
|
|
10
|
TIAA CREF Trust
St Louis,
Missouri
|
$41.9M
|
+$2.44M
|
+22,974
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.4M
|
+$12.2M
|
+114,592
|
+51%
|
|
|
12
|
Efficient Advisors
Mason,
Ohio
|
$35.9M
|
+$422K
|
+3,970
|
+1%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$33.5M
|
+$165K
|
+1,550
|
+0.5%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$28.9M
|
+$28M
|
+264,000
|
New
|
|
|
15
|
TD Capital Management
Memphis,
Tennessee
|
$27.9M
|
+$5.99M
|
+56,419
|
+28%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$24.8M
|
+$2.3M
|
+21,650
|
+11%
|
|
|
17
|
Bank of New York Mellon
New York
|
$23.9M
|
+$1.07M
|
+10,069
|
+5%
|
|
|
18
|
|
$21.9M
|
+$1.16M
|
+10,904
|
+6%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$21.9M
|
+$8.02M
|
+75,571
|
+60%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.7M
|
+$5.62M
|
+52,971
|
+39%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$19.5M
|
+$5.59M
|
+52,658
|
+42%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$17M
|
+$522K
|
+4,915
|
+3%
|
|
|
23
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$16.3M
|
+$15.8M
|
+148,872
|
New
|
|
|
24
|
Wealth Architects
Mountain View,
California
|
$15.3M
|
-$745K
|
-7,013
|
-5%
|
|
|
25
|
Noven Financial Group
Denver,
Colorado
|
$14.7M
|
+$109K
|
+1,027
|
+0.8%
|
|
