|
1
|
Bank of America
Charlotte,
North Carolina
|
$281M
|
+$101M
|
+972,269
|
+50%
|
|
|
2
|
|
$161M
|
+$22.1M
|
+212,947
|
+15%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$104M
|
+$4.99M
|
+48,089
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$91.8M
|
+$6.73M
|
+64,897
|
+7%
|
|
|
5
|
|
$72.4M
|
+$10.6M
|
+102,583
|
+16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$67M
|
-$2.82M
|
-27,217
|
-4%
|
|
|
7
|
Lourd Capital
Beverly Hills,
California
|
$54.8M
|
+$803K
|
+7,740
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.9M
|
+$7.66M
|
+73,784
|
+18%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$45.5M
|
+$1.71M
|
+16,495
|
+4%
|
|
|
10
|
TIAA CREF Trust
St Louis,
Missouri
|
$44.5M
|
+$5.67M
|
+54,647
|
+13%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$43.5M
|
+$6.41M
|
+61,800
|
+16%
|
|
|
12
|
Efficient Advisors
Mason,
Ohio
|
$30.8M
|
-$648K
|
-6,244
|
-2%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$30.2M
|
+$31.6M
|
+304,343
|
+2,509%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$29.6M
|
-$333K
|
-3,210
|
-1%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$28.1M
|
+$11.9M
|
+114,453
|
+65%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$26.7M
|
+$3.7M
|
+35,632
|
+15%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$24.2M
|
+$965K
|
+9,298
|
+4%
|
|
|
18
|
|
$22.1M
|
+$2.59M
|
+24,931
|
+12%
|
|
|
19
|
Bank of New York Mellon
New York
|
$20.9M
|
-$130K
|
-1,254
|
-0.6%
|
|
|
20
|
|
$20.1M
|
+$21.6M
|
+208,013
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
-$3.28M
|
-31,578
|
-15%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.3M
|
+$534K
|
+5,142
|
+3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.1M
|
+$2.7M
|
+25,994
|
+18%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$15.8M
|
+$322K
|
+3,104
|
+2%
|
|
|
25
|
Wealth Architects
Mountain View,
California
|
$14.8M
|
+$1.47M
|
+14,207
|
+10%
|
|
