|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.37B
|
+$266M
|
+3,184,313
|
+9%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.66B
|
+$451M
|
+5,390,480
|
+38%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$691M
|
-$53.8M
|
-644,014
|
-7%
|
|
|
4
|
|
$658M
|
+$26.3M
|
+314,598
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$628M
|
+$45.5M
|
+544,312
|
+8%
|
|
|
6
|
|
$552M
|
+$104M
|
+1,243,502
|
+24%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$529M
|
-$45M
|
-538,494
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$504M
|
+$38.3M
|
+457,730
|
+8%
|
|
|
9
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$448M
|
–
|
–
|
–
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$301M
|
+$6.77M
|
+81,031
|
+2%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$222M
|
+$11.9M
|
+142,760
|
+6%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$196M
|
+$6.33M
|
+75,741
|
+3%
|
|
|
13
|
Members Trust
Tampa,
Florida
|
$166M
|
+$163M
|
+1,950,576
|
New
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$165M
|
+$12.7M
|
+151,504
|
+8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$141M
|
+$19.3M
|
+231,121
|
+16%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$140M
|
+$10.7M
|
+128,075
|
+8%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$119M
|
+$174K
|
+2,078
|
+0.1%
|
|
|
18
|
|
$113M
|
-$8.76M
|
-104,805
|
-7%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$111M
|
+$4.29M
|
+51,317
|
+4%
|
|
|
20
|
Vista Capital Partners
Portland,
Oregon
|
$99.7M
|
-$872K
|
-10,426
|
-0.9%
|
|
|
21
|
INR Advisory Services
Media,
Pennsylvania
|
$96.5M
|
-$3.13M
|
-37,452
|
-3%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$82.3M
|
+$12.8M
|
+152,613
|
+19%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$68.9M
|
+$18.7K
|
+224
|
+0%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62.3M
|
+$8.5M
|
+101,723
|
+16%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$61.1M
|
+$3.2M
|
+38,218
|
+6%
|
|
