|
1
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$58.9M
|
+564,190
|
+32%
|
|
|
2
|
|
$162M
|
-$6.58M
|
-63,013
|
-4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$145M
|
-$13.3M
|
-126,982
|
-8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$132M
|
+$1.65M
|
+15,846
|
+1%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$77.9M
|
+$454K
|
+4,355
|
+0.5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$58.6M
|
-$27M
|
-258,367
|
-30%
|
|
|
7
|
Arrow Investment Advisors
Laurel,
Maryland
|
$41.2M
|
-$2.42M
|
-23,146
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$39.6M
|
+$2.37M
|
+22,673
|
+6%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.5M
|
-$1.55M
|
-14,813
|
-4%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$30.5M
|
-$171K
|
-1,634
|
-0.5%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$26.5M
|
+$8.05M
|
+77,124
|
+40%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$25.9M
|
+$1.69M
|
+16,166
|
+6%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$23.8M
|
+$1.35M
|
+12,909
|
+6%
|
|
|
14
|
City National Bank
Beverly Hills,
Delaware
|
$20.4M
|
-$788K
|
-7,546
|
-3%
|
|
|
15
|
|
$20M
|
+$12.6M
|
+120,311
|
+141%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.3M
|
+$403K
|
+3,859
|
+2%
|
|
|
17
|
Bank of New York Mellon
New York
|
$15.5M
|
+$1.58M
|
+15,184
|
+11%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.4M
|
+$3.39M
|
+32,513
|
+34%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.4M
|
+$1.91M
|
+18,332
|
+19%
|
|
|
20
|
Ibbotson Associates
Chicago,
Illinois
|
$11.3M
|
+$3.02M
|
+28,895
|
+33%
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$11M
|
+$148K
|
+1,415
|
+1%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$10.8M
|
+$52.1K
|
+499
|
+0.5%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.79M
|
+$2.21M
|
+21,171
|
+27%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.33M
|
+$1.1M
|
+10,533
|
+12%
|
|
|
25
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.26M
|
+$737K
|
+7,059
|
+8%
|
|
