|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.11B
|
+$140M
|
+1,398,584
|
+15%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$409M
|
-$21.8M
|
-217,991
|
-5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$359M
|
-$24.7M
|
-247,077
|
-7%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$308M
|
-$7.66M
|
-76,555
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$254M
|
+$3.11M
|
+31,042
|
+1%
|
|
|
6
|
|
$204M
|
+$8.82M
|
+88,111
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$194M
|
+$41.3M
|
+412,462
|
+28%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$184M
|
-$12.3M
|
-123,350
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$114M
|
+$1.04M
|
+10,433
|
+0.9%
|
|
|
10
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$106M
|
-$1.02M
|
-10,220
|
-1%
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$64.2M
|
-$8.43M
|
-84,158
|
-12%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$61.2M
|
-$1.43M
|
-14,312
|
-2%
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$54.8M
|
–
|
–
|
–
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$54.8M
|
+$53.6M
|
+535,170
|
New
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$54.3M
|
+$7.06M
|
+70,474
|
+15%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.4M
|
+$739K
|
+7,378
|
+2%
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$46M
|
-$1.91M
|
-19,034
|
-4%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$45.4M
|
+$1.36M
|
+13,609
|
+3%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.3M
|
-$209K
|
-2,088
|
-0.5%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41.1M
|
+$1.98M
|
+19,766
|
+5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.1M
|
+$173K
|
+1,729
|
+0.5%
|
|
|
22
|
|
$32.5M
|
–
|
–
|
–
|
|
|
23
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$30.9M
|
-$778K
|
-7,773
|
-3%
|
|
|
24
|
Madison Investment Holdings
Madison,
Wisconsin
|
$30.8M
|
-$153K
|
-1,532
|
-0.5%
|
|
|
25
|
Verus Financial Partners
Richmond,
Virginia
|
$28.9M
|
+$2M
|
+20,022
|
+8%
|
|
