|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.15B
|
-$293M
|
-16,476,288
|
-9%
|
|
|
2
|
Edelman Financial Services
Fairfax,
Virginia
|
$1.2B
|
+$27M
|
+1,517,850
|
+2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.01B
|
+$68.9M
|
+3,871,482
|
+7%
|
|
|
4
|
|
$685M
|
+$13.2M
|
+738,738
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$685M
|
+$47.3M
|
+2,654,772
|
+7%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$524M
|
-$19M
|
-1,067,418
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$517M
|
+$29.1M
|
+1,632,132
|
+6%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$441M
|
-$67.8M
|
-3,809,556
|
-13%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$344M
|
+$195K
|
+10,932
|
+0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$264M
|
+$32.5M
|
+1,825,638
|
+14%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$191M
|
+$4.79M
|
+269,220
|
+3%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$182M
|
+$7.28M
|
+408,570
|
+4%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$158M
|
+$13.8M
|
+776,220
|
+10%
|
|
|
14
|
Vanguard Group
Malvern,
Pennsylvania
|
$120M
|
-$23.4K
|
-1,314
|
-0%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$102M
|
+$20.5M
|
+1,151,394
|
+25%
|
|
|
16
|
INR Advisory Services
Media,
Pennsylvania
|
$95.2M
|
-$4.17M
|
-234,270
|
-4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.9M
|
+$1.85M
|
+103,800
|
+2%
|
|
|
18
|
|
$88.9M
|
-$852K
|
-47,868
|
-1%
|
|
|
19
|
|
$79.6M
|
-$11M
|
-616,800
|
-12%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$67.5M
|
+$13.3M
|
+744,612
|
+25%
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$62.7M
|
-$2.31M
|
-129,762
|
-4%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$62.4M
|
+$3.37M
|
+189,192
|
+6%
|
|
|
23
|
Truepoint Inc
Cincinnati,
Ohio
|
$53.9M
|
+$497K
|
+27,888
|
+0.9%
|
|
|
24
|
Vista Capital Partners
Portland,
Oregon
|
$53.4M
|
-$614K
|
-34,464
|
-1%
|
|
|
25
|
Madison Investment Holdings
Madison,
Wisconsin
|
$52.4M
|
-$5.55M
|
-311,688
|
-10%
|
|
