|
1
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$42.5K
|
+408
|
+0%
|
|
|
2
|
|
$180M
|
+$26.8M
|
+257,596
|
+18%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$168M
|
+$11.6M
|
+110,967
|
+8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$139M
|
-$960K
|
-9,216
|
-0.7%
|
|
|
5
|
Churchill Management
Los Angeles,
California
|
$86.3M
|
+$26.2M
|
+252,020
|
+46%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$82M
|
-$2.65M
|
-25,475
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$61.9M
|
+$4.4M
|
+42,224
|
+8%
|
|
|
8
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$39.2M
|
+$37.7M
|
+362,451
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$38.6M
|
+$3.07M
|
+29,511
|
+9%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$37.7M
|
+$288K
|
+2,764
|
+0.8%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$34.6M
|
+$1.09M
|
+10,502
|
+3%
|
|
|
12
|
Arrow Investment Advisors
Laurel,
Maryland
|
$30.8M
|
-$2.29M
|
-21,955
|
-7%
|
|
|
13
|
TIAA CREF Trust
St Louis,
Missouri
|
$25.7M
|
+$591K
|
+5,671
|
+2%
|
|
|
14
|
City National Bank
Beverly Hills,
Delaware
|
$23.1M
|
-$593K
|
-5,692
|
-3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$23M
|
+$2.1M
|
+20,148
|
+10%
|
|
|
16
|
Bank of New York Mellon
New York
|
$14.4M
|
+$439K
|
+4,211
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
+$4.01M
|
+38,482
|
+43%
|
|
|
18
|
MCF Advisors
Covington,
Kentucky
|
$11.9M
|
–
|
–
|
–
|
|
|
19
|
Vanguard Group
Malvern,
Pennsylvania
|
$11.5M
|
+$210K
|
+2,013
|
+2%
|
|
|
20
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10M
|
+$1.32M
|
+12,673
|
+16%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.45M
|
+$560K
|
+5,380
|
+7%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.08M
|
+$3.92M
|
+37,631
|
+81%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.94M
|
-$426K
|
-4,091
|
-5%
|
|
|
24
|
SVA Wealth Management
Madison,
Wisconsin
|
$8.84M
|
-$222K
|
-2,131
|
-3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.72M
|
+$2.87M
|
+27,560
|
+52%
|
|
