|
1
|
Wells Fargo
San Francisco,
California
|
$383M
|
+$9.48M
|
+118,447
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$357M
|
+$22.8M
|
+284,934
|
+7%
|
|
|
3
|
|
$355M
|
+$31M
|
+386,877
|
+10%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$238M
|
+$7.42M
|
+92,705
|
+3%
|
|
|
5
|
|
$150M
|
+$16.8M
|
+210,488
|
+13%
|
|
|
6
|
|
$117M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$93.5M
|
-$14.8M
|
-185,489
|
-14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.6M
|
-$74.4M
|
-930,266
|
-47%
|
|
|
9
|
Equinox Fund Management
Denver,
Colorado
|
$76.7M
|
-$8.88M
|
-111,000
|
-10%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$75.1M
|
+$1.89M
|
+23,640
|
+3%
|
|
|
11
|
Managed Account Advisors
Jersey City,
New Jersey
|
$66M
|
-$454K
|
-5,672
|
-0.7%
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
$63.4M
|
-$7.91M
|
-98,847
|
-11%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$55.2M
|
+$2.76M
|
+34,537
|
+5%
|
|
|
14
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$47.1M
|
+$2.59M
|
+32,415
|
+6%
|
|
|
15
|
Curian Capital
Denver,
Colorado
|
$45.8M
|
+$9.29M
|
+116,108
|
+25%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$41.6M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40M
|
+$19.5M
|
+243,527
|
+95%
|
|
|
18
|
Mather Group
Chicago,
Illinois
|
$39.2M
|
+$3.53M
|
+44,074
|
+10%
|
|
|
19
|
Saba Capital Management
New York
|
$34.1M
|
+$34.1M
|
+426,186
|
New
|
|
|
20
|
Insight 2811 Inc
Chicago,
Illinois
|
$29M
|
+$1.39M
|
+17,431
|
+5%
|
|
|
21
|
|
$28.9M
|
+$24.4M
|
+304,602
|
+537%
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$27.6M
|
+$3.06M
|
+38,291
|
+12%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$27.4M
|
+$4.58M
|
+57,291
|
+20%
|
|
|
24
|
Private Ocean
San Rafael,
California
|
$25.2M
|
-$275K
|
-3,439
|
-1%
|
|
|
25
|
SouthState Corp
Winter Haven,
Florida
|
$23.7M
|
+$3.48M
|
+43,439
|
+17%
|
|
