|
1
|
Bank of America
Charlotte,
North Carolina
|
$654M
|
+$28.7M
|
+362,111
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$521M
|
+$29.1M
|
+367,991
|
+6%
|
|
|
3
|
|
$487M
|
+$39.4M
|
+498,013
|
+9%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$291M
|
+$1.36M
|
+17,139
|
+0.5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$281M
|
+$91.6M
|
+1,157,474
|
+51%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$215M
|
-$1.79M
|
-22,595
|
-0.8%
|
|
|
7
|
|
$117M
|
+$79
|
+1
|
+0%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$94.4M
|
-$8.14M
|
-102,835
|
-8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$93.2M
|
-$2.1M
|
-26,558
|
-2%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$90M
|
+$50.4M
|
+636,807
|
+130%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$81.1M
|
-$1.31M
|
-16,498
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69.8M
|
-$2.82M
|
-35,631
|
-4%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$64.3M
|
+$6.28M
|
+79,349
|
+11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.7M
|
-$5.48M
|
-69,248
|
-8%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$58.3M
|
-$120K
|
-1,522
|
-0.2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$51M
|
-$3.94M
|
-49,793
|
-7%
|
|
|
17
|
Equinox Institutional Asset Management
Princeton,
New Jersey
|
$49.6M
|
-$2.94M
|
-37,100
|
-6%
|
|
|
18
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$49.1M
|
+$184K
|
+2,323
|
+0.4%
|
|
|
19
|
Jackson Wealth Management
Lake Mary,
Florida
|
$42.7M
|
+$1.2M
|
+15,139
|
+3%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$38.2M
|
+$402K
|
+5,080
|
+1%
|
|
|
21
|
Windham Capital Management
Boston,
Massachusetts
|
$36.8M
|
+$5.02M
|
+63,385
|
+16%
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$36.5M
|
-$38M
|
-480,453
|
-51%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.7M
|
+$16.1M
|
+203,650
|
+99%
|
|
|
24
|
SG Americas Securities
New York
|
$31.2M
|
+$30.9M
|
+390,400
|
New
|
|
|
25
|
Sandy Spring Bank
Olney,
Maryland
|
$30.4M
|
+$296K
|
+3,741
|
+1%
|
|
