|
1
|
Bank of America
Charlotte,
North Carolina
|
$597M
|
+$142M
|
+1,783,426
|
+31%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$462M
|
+$39.6M
|
+498,162
|
+9%
|
|
|
3
|
|
$429M
|
-$5.54M
|
-69,712
|
-1%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$277M
|
-$5.81M
|
-73,128
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$214M
|
+$6.09M
|
+76,593
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$135M
|
+$21.2M
|
+266,287
|
+19%
|
|
|
7
|
|
$116M
|
–
|
–
|
–
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$102M
|
+$1.68M
|
+21,149
|
+2%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$89.9M
|
+$53.4M
|
+671,717
|
+147%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$82.9M
|
-$147K
|
-1,845
|
-0.2%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$76.2M
|
+$10.1M
|
+126,975
|
+15%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.4M
|
+$2.83M
|
+35,587
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61M
|
-$28.6M
|
-360,092
|
-32%
|
|
|
14
|
Equinox Fund Management
Denver,
Colorado
|
$54.9M
|
–
|
–
|
–
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$54.6M
|
+$3.08M
|
+38,699
|
+6%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$53.6M
|
+$31.7M
|
+398,193
|
+145%
|
|
|
17
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$50.1M
|
-$301K
|
-3,785
|
-0.6%
|
|
|
18
|
|
$46.9M
|
+$35.9M
|
+451,010
|
+327%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.4M
|
+$501K
|
+6,301
|
+1%
|
|
|
20
|
Jackson Wealth Management
Lake Mary,
Florida
|
$41.3M
|
+$1.42M
|
+17,876
|
+4%
|
|
|
21
|
Windham Capital Management
Boston,
Massachusetts
|
$38.4M
|
+$7.56M
|
+95,072
|
+25%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$38.2M
|
-$1.88M
|
-23,641
|
-5%
|
|
|
23
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$35M
|
+$822K
|
+10,334
|
+2%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$33.9M
|
+$12.8M
|
+160,618
|
+61%
|
|
|
25
|
|
$32.4M
|
-$2.93M
|
-36,823
|
-8%
|
|
