|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.65B
|
-$776M
|
-41,938,878
|
-23%
|
|
|
2
|
Edelman Financial Services
Fairfax,
Virginia
|
$1.31B
|
+$44.4M
|
+2,398,200
|
+4%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$995M
|
-$10.1M
|
-544,536
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$886M
|
+$94.2M
|
+5,094,498
|
+12%
|
|
|
5
|
|
$772M
|
+$32.7M
|
+1,770,450
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$631M
|
+$68.2M
|
+3,689,742
|
+12%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$530M
|
-$3.91M
|
-211,560
|
-0.7%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$498M
|
+$15.2M
|
+820,584
|
+3%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$375M
|
+$17.3M
|
+933,618
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$267M
|
-$1.5M
|
-80,976
|
-0.6%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$217M
|
+$7.44M
|
+402,426
|
+4%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$216M
|
+$16.3M
|
+881,754
|
+8%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$191M
|
+$9.27M
|
+500,940
|
+5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$113M
|
+$11.8M
|
+639,342
|
+12%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$111M
|
+$42.2M
|
+2,282,106
|
+61%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$111M
|
-$7.52M
|
-406,380
|
-6%
|
|
|
17
|
|
$108M
|
+$13.2M
|
+714,624
|
+14%
|
|
|
18
|
INR Advisory Services
Media,
Pennsylvania
|
$106M
|
+$5.88M
|
+317,778
|
+6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$104M
|
+$5.62M
|
+303,774
|
+6%
|
|
|
20
|
Madison Investment Holdings
Madison,
Wisconsin
|
$102M
|
+$11.5M
|
+623,808
|
+13%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$84.3M
|
-$8.45M
|
-456,918
|
-9%
|
|
|
22
|
|
$73.6M
|
-$11.6M
|
-629,400
|
-14%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$70.4M
|
+$3.21M
|
+173,724
|
+5%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$65.4M
|
+$6.64M
|
+358,896
|
+11%
|
|
|
25
|
Truepoint Inc
Cincinnati,
Ohio
|
$62.2M
|
+$1.85M
|
+100,026
|
+3%
|
|
