|
1
|
Bank of America
Charlotte,
North Carolina
|
$309M
|
+$22.3M
|
+218,207
|
+8%
|
|
|
2
|
|
$155M
|
-$9.62M
|
-94,367
|
-6%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$109M
|
+$2.15M
|
+21,071
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$97.2M
|
+$3.72M
|
+36,467
|
+4%
|
|
|
5
|
|
$92.1M
|
+$18.9M
|
+185,721
|
+25%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$90.4M
|
+$48.1M
|
+471,665
|
+104%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$72.9M
|
+$4.67M
|
+45,810
|
+7%
|
|
|
8
|
Lourd Capital
Beverly Hills,
California
|
$57.5M
|
+$1.66M
|
+16,256
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.7M
|
+$846K
|
+8,296
|
+2%
|
|
|
10
|
TIAA CREF Trust
St Louis,
Missouri
|
$42.9M
|
-$2.66M
|
-26,052
|
-6%
|
|
|
11
|
Efficient Advisors
Mason,
Ohio
|
$31.8M
|
+$318K
|
+3,119
|
+1%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$30.4M
|
+$3.26M
|
+31,992
|
+12%
|
|
|
13
|
|
$28.6M
|
+$8.34M
|
+81,796
|
+39%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$28.4M
|
+$3.81M
|
+37,399
|
+15%
|
|
|
15
|
Wharton Business Group
Malvern,
Pennsylvania
|
$26.4M
|
-$3.95M
|
-38,700
|
-13%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$25.2M
|
-$3.57M
|
-35,023
|
-12%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.4M
|
+$5.24M
|
+51,368
|
+28%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$22.3M
|
-$9.5M
|
-93,184
|
-29%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$19.7M
|
-$25.5M
|
-250,000
|
-56%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.6M
|
+$2.18M
|
+21,384
|
+13%
|
|
|
21
|
|
$17.6M
|
-$5.15M
|
-50,466
|
-22%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.9M
|
+$327K
|
+3,206
|
+2%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$15.6M
|
-$551K
|
-5,405
|
-3%
|
|
|
24
|
Wealth Architects
Mountain View,
California
|
$15.3M
|
+$255K
|
+2,501
|
+2%
|
|
|
25
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.4M
|
+$755K
|
+7,408
|
+6%
|
|
