|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.06B
|
+$416M
|
+5,770,007
|
+24%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$329M
|
-$16.9M
|
-234,948
|
-5%
|
|
|
3
|
|
$236M
|
+$12.1M
|
+167,732
|
+5%
|
|
|
4
|
Churchill Management
Los Angeles,
California
|
$205M
|
+$213M
|
+2,952,419
|
New
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$201M
|
+$1.29M
|
+17,835
|
+0.6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$193M
|
+$11.6M
|
+160,997
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$179M
|
-$26.4M
|
-366,061
|
-12%
|
|
|
8
|
First Command Advisory Services
Fort Worth,
Texas
|
$147M
|
+$285M
|
+3,954,887
|
+2,382,462%
|
|
|
9
|
First Command Financial Services
Fort Worth,
Texas
|
$147M
|
+$285M
|
+3,955,053
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$96.6M
|
+$7.21M
|
+99,970
|
+8%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$73.6M
|
-$1.01M
|
-14,023
|
-1%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$50.1M
|
+$2.09M
|
+29,046
|
+4%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$46.8M
|
+$926K
|
+12,839
|
+2%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$40.1M
|
+$2.45M
|
+33,997
|
+6%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$38.4M
|
+$39.9M
|
+553,100
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.8M
|
+$1.56M
|
+21,603
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$36.3M
|
+$5.28M
|
+73,186
|
+16%
|
|
|
18
|
Madison Investment Holdings
Madison,
Wisconsin
|
$30.9M
|
+$4M
|
+55,513
|
+14%
|
|
|
19
|
|
$27.9M
|
-$1.23M
|
-16,999
|
-4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3M
|
+$5.7M
|
+79,104
|
+28%
|
|
|
21
|
D'Orazio & Associates
Falls Church,
Virginia
|
$23.6M
|
+$3.36M
|
+46,639
|
+16%
|
|
|
22
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$23M
|
+$10.9M
|
+150,814
|
+84%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.2M
|
+$2.92M
|
+40,496
|
+16%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$20.1M
|
-$919K
|
-12,738
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17M
|
+$2.48M
|
+34,432
|
+16%
|
|
