|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.46B
|
+$161M
|
+8,626,980
|
+5%
|
|
|
2
|
Edelman Financial Services
Fairfax,
Virginia
|
$1.28B
|
+$22.9M
|
+1,232,964
|
+2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.01B
|
-$41.4M
|
-2,226,606
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$797M
|
+$79M
|
+4,247,850
|
+11%
|
|
|
5
|
|
$744M
|
+$26.2M
|
+1,409,568
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$566M
|
+$25M
|
+1,341,822
|
+5%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$538M
|
-$11.1M
|
-594,138
|
-2%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$487M
|
+$24.1M
|
+1,295,166
|
+5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$360M
|
+$465K
|
+25,002
|
+0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$270M
|
-$6.36M
|
-341,808
|
-2%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$211M
|
+$10.1M
|
+544,794
|
+5%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$201M
|
+$10.1M
|
+540,318
|
+5%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$183M
|
+$17.3M
|
+929,568
|
+11%
|
|
|
14
|
Vanguard Group
Malvern,
Pennsylvania
|
$119M
|
-$6.88M
|
-369,594
|
-5%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$102M
|
-$4.72M
|
-253,512
|
-4%
|
|
|
16
|
INR Advisory Services
Media,
Pennsylvania
|
$100M
|
+$785K
|
+42,204
|
+0.8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$98.7M
|
+$1.38M
|
+74,328
|
+1%
|
|
|
18
|
|
$95.3M
|
+$2.16M
|
+115,890
|
+2%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$93.5M
|
+$22.7M
|
+1,219,524
|
+32%
|
|
|
20
|
Madison Investment Holdings
Madison,
Wisconsin
|
$91.3M
|
+$36.2M
|
+1,946,478
|
+66%
|
|
|
21
|
|
$85.9M
|
+$2.48M
|
+133,200
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$69.7M
|
+$18.3M
|
+984,012
|
+36%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$67.6M
|
+$2.19M
|
+117,774
|
+3%
|
|
|
24
|
Permanens Capital
New York
|
$64M
|
+$22.4M
|
+1,206,156
|
+55%
|
|
|
25
|
SII Investments
Appleton,
Wisconsin
|
$60.9M
|
+$7.91M
|
+424,998
|
+15%
|
|
