|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.38B
|
+$213M
|
+1,998,633
|
+18%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$423M
|
-$8.46M
|
-79,374
|
-2%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$382M
|
+$3.37M
|
+31,634
|
+0.9%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$310M
|
-$14.1M
|
-132,240
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$254M
|
-$13.6M
|
-127,935
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$249M
|
+$43.7M
|
+410,222
|
+22%
|
|
|
7
|
|
$217M
|
+$1.16M
|
+10,895
|
+0.5%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$215M
|
+$20.1M
|
+188,129
|
+10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$115M
|
-$5.39M
|
-50,592
|
-5%
|
|
|
10
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$112M
|
-$627K
|
-5,883
|
-0.6%
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$64.3M
|
-$3.47M
|
-32,531
|
-5%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$63.1M
|
+$5.61M
|
+52,665
|
+10%
|
|
|
13
|
Carlson Capital Management
Northfield,
Minnesota
|
$62.6M
|
-$2.02M
|
-18,990
|
-3%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$57.8M
|
–
|
–
|
–
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$57.8M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.6M
|
+$1.55M
|
+14,515
|
+3%
|
|
|
17
|
Ballentine Partners
Waltham,
Massachusetts
|
$48.3M
|
+$213K
|
+1,998
|
+0.4%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.4M
|
-$1.2M
|
-11,298
|
-3%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42.9M
|
-$465K
|
-4,363
|
-1%
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$38M
|
-$10.5M
|
-98,460
|
-22%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.7M
|
+$1.62M
|
+15,220
|
+5%
|
|
|
22
|
|
$33.7M
|
-$597K
|
-5,600
|
-2%
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$33.4M
|
+$3.33M
|
+31,242
|
+11%
|
|
|
24
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$32.8M
|
+$180K
|
+1,684
|
+0.6%
|
|
|
25
|
Verus Financial Partners
Richmond,
Virginia
|
$29.5M
|
-$1.07M
|
-10,012
|
-4%
|
|
