|
1
|
Bank of America
Charlotte,
North Carolina
|
$409M
|
+$50.2M
|
+625,466
|
+14%
|
|
|
2
|
|
$392M
|
+$35.4M
|
+441,257
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$335M
|
-$49.2M
|
-613,186
|
-13%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$250M
|
+$10.5M
|
+130,735
|
+4%
|
|
|
5
|
|
$160M
|
+$9.21M
|
+114,842
|
+6%
|
|
|
6
|
|
$117M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$93.4M
|
-$589K
|
-7,337
|
-0.6%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$83.6M
|
+$83.4M
|
+1,039,867
|
New
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$78.8M
|
+$3.38M
|
+42,158
|
+4%
|
|
|
10
|
Managed Account Advisors
Jersey City,
New Jersey
|
$68.2M
|
+$1.88M
|
+23,496
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.9M
|
-$25.1M
|
-312,566
|
-29%
|
|
|
12
|
Equinox Fund Management
Denver,
Colorado
|
$60.3M
|
-$16.7M
|
-208,100
|
-22%
|
|
|
13
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$50.4M
|
+$3.27M
|
+40,720
|
+7%
|
|
|
14
|
Curian Capital
Denver,
Colorado
|
$42.3M
|
-$3.8M
|
-47,366
|
-8%
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$41.4M
|
-$478K
|
-5,962
|
-1%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41M
|
-$14.4M
|
-180,106
|
-26%
|
|
|
17
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$31.5M
|
+$3.81M
|
+47,542
|
+14%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$30.1M
|
+$30.1M
|
+375,000
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6M
|
-$10.5M
|
-130,786
|
-26%
|
|
|
20
|
Insight 2811 Inc
Chicago,
Illinois
|
$29.5M
|
+$418K
|
+5,212
|
+1%
|
|
|
21
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$27.9M
|
+$330K
|
+4,116
|
+1%
|
|
|
22
|
Lazard Asset Management
New York
|
$26.6M
|
–
|
–
|
–
|
|
|
23
|
Private Ocean
San Rafael,
California
|
$26.1M
|
+$781K
|
+9,735
|
+3%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25.6M
|
+$25.5M
|
+318,495
|
New
|
|
|
25
|
SouthState Corp
Winter Haven,
Florida
|
$23.4M
|
-$392K
|
-4,881
|
-2%
|
|
