|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.62B
|
+$296M
|
+16,521,708
|
+9%
|
|
|
2
|
Edelman Financial Services
Fairfax,
Virginia
|
$1.13B
|
+$23M
|
+1,281,534
|
+2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$934M
|
-$28.8M
|
-1,610,412
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$725M
|
+$83.5M
|
+4,662,012
|
+13%
|
|
|
5
|
|
$678M
|
+$8.86M
|
+494,724
|
+1%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$526M
|
-$1.16M
|
-64,866
|
-0.2%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$492M
|
+$11.2M
|
+625,890
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$464M
|
+$46.4M
|
+2,588,952
|
+11%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$341M
|
-$16.2M
|
-903,390
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$305M
|
+$197M
|
+11,018,040
|
+171%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$278M
|
+$62.8M
|
+3,506,712
|
+29%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$176M
|
+$3.2M
|
+178,626
|
+2%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$172M
|
+$4.75M
|
+265,128
|
+3%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$120M
|
+$10.3M
|
+572,448
|
+9%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$119M
|
+$720K
|
+40,206
|
+0.6%
|
|
|
16
|
|
$99.5M
|
+$4.73M
|
+264,132
|
+5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$96.8M
|
+$6.71M
|
+374,838
|
+7%
|
|
|
18
|
INR Advisory Services
Media,
Pennsylvania
|
$95M
|
+$4.03M
|
+225,102
|
+4%
|
|
|
19
|
Madison Investment Holdings
Madison,
Wisconsin
|
$87.3M
|
+$333K
|
+18,588
|
+0.4%
|
|
|
20
|
|
$86.9M
|
+$3.06M
|
+171,000
|
+4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.8M
|
+$34.6M
|
+1,933,182
|
+75%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$70.1M
|
+$942K
|
+52,608
|
+1%
|
|
|
23
|
Permanens Capital
New York
|
$62.9M
|
+$17M
|
+950,892
|
+37%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$62.2M
|
+$3.87M
|
+216,318
|
+7%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$60.6M
|
+$3.91M
|
+218,214
|
+7%
|
|
