|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.95B
|
+$108M
|
+903,927
|
+6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$526M
|
+$460M
|
+3,846,229
|
+871%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$441M
|
-$6.84M
|
-57,248
|
-2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$374M
|
-$77.5M
|
-648,367
|
-18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$338M
|
+$19.1M
|
+159,845
|
+6%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$323M
|
-$7.11M
|
-59,506
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$310M
|
+$4M
|
+33,482
|
+1%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$269M
|
+$7.02M
|
+58,753
|
+3%
|
|
|
9
|
|
$236M
|
+$1.7M
|
+14,222
|
+0.7%
|
|
|
10
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$183M
|
+$178M
|
+1,490,000
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$114M
|
-$1.94M
|
-16,222
|
-2%
|
|
|
12
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$109M
|
-$449K
|
-3,755
|
-0.4%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$70M
|
+$188K
|
+1,574
|
+0.3%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$69.4M
|
–
|
–
|
–
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$69.4M
|
–
|
–
|
–
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$67.8M
|
-$1.47M
|
-12,324
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.6M
|
+$1.27M
|
+10,598
|
+2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54M
|
+$1.21M
|
+10,147
|
+2%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$52.7M
|
-$142K
|
-1,185
|
-0.3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$45.7M
|
+$3.19M
|
+26,657
|
+8%
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$44.8M
|
-$15.5M
|
-130,077
|
-26%
|
|
|
22
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$42.4M
|
+$793K
|
+6,637
|
+2%
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$42.2M
|
-$519K
|
-4,343
|
-1%
|
|
|
24
|
|
$41.1M
|
+$8.24K
|
+69
|
+0%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.5M
|
-$829K
|
-6,941
|
-2%
|
|
