|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.01B
|
-$126M
|
-1,606,280
|
-4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.16B
|
-$3.39M
|
-43,181
|
-0.3%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$723M
|
+$170M
|
+2,165,202
|
+33%
|
|
|
4
|
|
$612M
|
+$81.2M
|
+1,036,290
|
+16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$564M
|
+$23.4M
|
+298,131
|
+5%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$557M
|
+$13.5M
|
+171,954
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$451M
|
+$46M
|
+586,265
|
+12%
|
|
|
8
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$441M
|
–
|
–
|
–
|
|
|
9
|
|
$433M
|
+$76.8M
|
+980,144
|
+23%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$304M
|
+$27.4M
|
+348,865
|
+10%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$285M
|
-$1.44M
|
-18,398
|
-0.5%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$204M
|
+$14M
|
+178,753
|
+8%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$184M
|
+$2.46M
|
+31,387
|
+1%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$147M
|
+$26.4M
|
+337,091
|
+23%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$126M
|
+$31.5M
|
+402,031
|
+36%
|
|
|
16
|
|
$118M
|
-$48.1M
|
-613,660
|
-30%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$117M
|
-$465K
|
-5,928
|
-0.4%
|
|
|
18
|
Vanguard Group
Malvern,
Pennsylvania
|
$115M
|
+$682K
|
+8,693
|
+0.6%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$103M
|
+$44.1M
|
+563,007
|
+81%
|
|
|
20
|
Vista Capital Partners
Portland,
Oregon
|
$97.5M
|
-$401K
|
-5,110
|
-0.4%
|
|
|
21
|
INR Advisory Services
Media,
Pennsylvania
|
$96.7M
|
+$691K
|
+8,808
|
+0.8%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$67.2M
|
+$36.5M
|
+465,875
|
+133%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$66.8M
|
-$2.56M
|
-32,702
|
-4%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$56.1M
|
+$2.24M
|
+28,620
|
+4%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52M
|
+$4.19M
|
+53,475
|
+9%
|
|
