|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$633M
|
+$45.1M
|
+410,934
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$500M
|
+$29.1M
|
+265,645
|
+6%
|
|
|
3
|
|
$199M
|
+$12.2M
|
+111,157
|
+7%
|
|
|
4
|
|
$198M
|
+$30.8M
|
+280,656
|
+19%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$127M
|
+$585K
|
+5,333
|
+0.5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$99.3M
|
+$287K
|
+2,617
|
+0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$97.7M
|
+$11.1M
|
+100,827
|
+13%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$94.4M
|
-$2.84M
|
-25,930
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$71M
|
+$7.3M
|
+66,576
|
+12%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$57.4M
|
+$5.7M
|
+51,961
|
+11%
|
|
|
11
|
Lourd Capital
Beverly Hills,
California
|
$51.5M
|
-$4.38M
|
-39,903
|
-8%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$51.3M
|
-$663K
|
-6,047
|
-1%
|
|
|
13
|
|
$40.1M
|
+$17.9M
|
+162,790
|
+82%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$40M
|
+$1.69M
|
+15,439
|
+4%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$38.5M
|
+$3.6M
|
+32,825
|
+10%
|
|
|
16
|
Arrow Investment Advisors
Laurel,
Maryland
|
$35.4M
|
+$18.9M
|
+172,595
|
+117%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$31.6M
|
+$4.09M
|
+37,256
|
+15%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$29.4M
|
-$10.4M
|
-94,393
|
-26%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.3M
|
+$1.38M
|
+12,625
|
+5%
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$25.5M
|
+$3.52M
|
+32,054
|
+16%
|
|
|
21
|
United Services Automobile Association
San Antonio,
Texas
|
$25.1M
|
+$3.87M
|
+35,295
|
+18%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.9M
|
+$5.43M
|
+49,516
|
+28%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$24.6M
|
+$9.6M
|
+87,549
|
+65%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$21.9M
|
+$4.67M
|
+42,618
|
+27%
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$21.8M
|
-$21.5M
|
-195,892
|
-50%
|
|
