|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.75B
|
+$1.47B
|
+67,724,142
|
+67%
|
|
|
2
|
Edelman Financial Services
Fairfax,
Virginia
|
$1.6B
|
+$21.8M
|
+1,004,976
|
+1%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.2B
|
+$3.52M
|
+161,706
|
+0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.15B
|
+$61.8M
|
+2,840,250
|
+6%
|
|
|
5
|
|
$1.01B
|
-$4.5M
|
-207,204
|
-0.5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$894M
|
+$32.3M
|
+1,486,188
|
+4%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$576M
|
-$22.5M
|
-1,036,566
|
-4%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$484M
|
+$4.72M
|
+217,164
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$341M
|
+$22.9M
|
+1,054,026
|
+7%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$275M
|
+$7.04M
|
+323,790
|
+3%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$272M
|
+$2.62M
|
+120,672
|
+1%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$270M
|
+$7.47M
|
+343,596
|
+3%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$255M
|
+$3.9M
|
+179,460
|
+2%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$209M
|
+$216M
|
+9,951,000
|
New
|
|
|
15
|
Westwood Holdings Group
Dallas,
Texas
|
$208M
|
+$188M
|
+8,632,518
|
+1,124%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$196M
|
+$25.9M
|
+1,191,672
|
+16%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$191M
|
+$2.64M
|
+121,428
|
+1%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$179M
|
+$23.4M
|
+1,077,132
|
+15%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$176M
|
+$51.4M
|
+2,363,532
|
+42%
|
|
|
20
|
Vanguard Group
Malvern,
Pennsylvania
|
$137M
|
-$403K
|
-18,546
|
-0.3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$135M
|
+$3.89M
|
+179,076
|
+3%
|
|
|
22
|
|
$131M
|
-$509K
|
-23,400
|
-0.4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$124M
|
+$56.1M
|
+2,578,332
|
+86%
|
|
|
24
|
INR Advisory Services
Media,
Pennsylvania
|
$116M
|
-$414K
|
-19,062
|
-0.4%
|
|
|
25
|
Bank of New York Mellon
New York
|
$106M
|
+$10.7M
|
+490,932
|
+11%
|
|
