|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.98B
|
-$932M
|
-10,410,676
|
-25%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.95B
|
+$93.1M
|
+1,039,617
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$863M
|
+$90.6M
|
+1,011,457
|
+12%
|
|
|
4
|
|
$802M
|
+$78.6M
|
+877,580
|
+11%
|
|
|
5
|
|
$770M
|
+$31.9M
|
+356,734
|
+5%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$674M
|
-$57.1M
|
-637,134
|
-8%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$627M
|
+$15.2M
|
+169,632
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$617M
|
+$23.7M
|
+264,245
|
+4%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$381M
|
+$47.9M
|
+535,132
|
+15%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$288M
|
+$268M
|
+2,993,268
|
+2,773%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$265M
|
+$11.3M
|
+126,094
|
+5%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$236M
|
+$11.7M
|
+130,492
|
+5%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$205M
|
+$6.82M
|
+76,178
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$194M
|
+$33.8M
|
+377,077
|
+22%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$182M
|
+$5.05M
|
+56,361
|
+3%
|
|
|
16
|
|
$127M
|
+$4.44M
|
+49,558
|
+4%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$126M
|
-$116K
|
-1,298
|
-0.1%
|
|
|
18
|
Dupont Capital Management
Wilmington,
Delaware
|
$117M
|
+$113M
|
+1,263,052
|
New
|
|
|
19
|
INR Advisory Services
Media,
Pennsylvania
|
$112M
|
+$4.97M
|
+55,544
|
+5%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$110M
|
+$4.62M
|
+51,585
|
+4%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$110M
|
-$5.85M
|
-65,291
|
-5%
|
|
|
22
|
Vista Capital Partners
Portland,
Oregon
|
$107M
|
-$983K
|
-10,973
|
-0.9%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$90M
|
+$11.3M
|
+126,038
|
+15%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$86.7M
|
+$33.1M
|
+369,843
|
+66%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$77.3M
|
+$3.11M
|
+34,673
|
+4%
|
|
