|
1
|
Bank of America
Charlotte,
North Carolina
|
$340M
|
+$20.1M
|
+213,192
|
+7%
|
|
|
2
|
|
$157M
|
-$2.63M
|
-27,905
|
-2%
|
|
|
3
|
|
$127M
|
+$29.2M
|
+309,864
|
+33%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$115M
|
+$3.02M
|
+32,112
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$95.9M
|
+$3.2M
|
+33,999
|
+4%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$93.9M
|
+$65.8M
|
+699,491
|
+313%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$89.7M
|
-$9.76M
|
-103,732
|
-11%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$81.3M
|
+$5.61M
|
+59,566
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.4M
|
+$3.89M
|
+41,341
|
+8%
|
|
|
10
|
Lourd Capital
Beverly Hills,
California
|
$51.7M
|
-$7.02M
|
-74,599
|
-13%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$47.1M
|
+$42.1M
|
+447,238
|
+3,002%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$45.6M
|
+$1.26M
|
+13,407
|
+3%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$34.4M
|
+$4.71M
|
+50,096
|
+17%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$34.1M
|
+$2.54M
|
+27,030
|
+9%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$32.5M
|
-$269K
|
-2,859
|
-0.9%
|
|
|
16
|
|
$28.8M
|
-$706K
|
-7,499
|
-3%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$24.8M
|
-$2.2M
|
-23,420
|
-9%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23M
|
-$1.04M
|
-10,999
|
-5%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.6M
|
+$3.21M
|
+34,138
|
+18%
|
|
|
20
|
United Services Automobile Association
San Antonio,
Texas
|
$19.5M
|
-$713K
|
-7,574
|
-4%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$18.8M
|
+$1.2M
|
+12,770
|
+7%
|
|
|
22
|
|
$17.8M
|
-$370K
|
-3,933
|
-2%
|
|
|
23
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$16.9M
|
+$2.83M
|
+30,047
|
+22%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$16.9M
|
-$8.45M
|
-89,740
|
-35%
|
|
|
25
|
Zhang Financial
Portage,
Michigan
|
$16.1M
|
+$2.82M
|
+29,958
|
+23%
|
|
