|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$803M
|
+$789M
|
+8,309,914
|
+12,601%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$421M
|
-$12.9M
|
-136,472
|
-3%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$368M
|
-$219K
|
-2,308
|
-0.1%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$295M
|
-$5.12M
|
-53,938
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$239M
|
-$122M
|
-1,290,113
|
-34%
|
|
|
6
|
|
$179M
|
-$62.1M
|
-654,077
|
-26%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$176M
|
+$19.6M
|
+206,145
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$115M
|
+$13.5M
|
+142,340
|
+14%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$112M
|
+$11.5M
|
+121,648
|
+12%
|
|
|
10
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$101M
|
+$99.8M
|
+1,051,834
|
New
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$80.5M
|
-$15.7M
|
-165,122
|
-16%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$60M
|
-$1.68M
|
-17,696
|
-3%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$45.8M
|
+$3.05M
|
+32,187
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45M
|
+$4.33M
|
+45,585
|
+11%
|
|
|
15
|
Ballentine Partners
Waltham,
Massachusetts
|
$42.8M
|
-$16.7K
|
-176
|
-0%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$42.2M
|
+$16.2M
|
+170,248
|
+63%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39.5M
|
+$599K
|
+6,312
|
+2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39M
|
+$777K
|
+8,191
|
+2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.8M
|
+$1.42M
|
+14,921
|
+5%
|
|
|
20
|
|
$30.1M
|
–
|
–
|
–
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$29.1M
|
-$129K
|
-1,360
|
-0.4%
|
|
|
22
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$27.5M
|
+$2.24M
|
+23,647
|
+9%
|
|
|
23
|
Verus Financial Partners
Richmond,
Virginia
|
$24M
|
+$2.13M
|
+22,478
|
+10%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.8M
|
-$905K
|
-9,539
|
-4%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$20.1M
|
+$700K
|
+7,382
|
+4%
|
|
