|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.69B
|
+$97.4M
|
+3,244,562
|
+6%
|
|
|
2
|
|
$912M
|
-$18.3M
|
-608,344
|
-2%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$334M
|
+$176M
|
+5,874,834
|
+112%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$324M
|
+$50.6M
|
+1,684,848
|
+18%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$288M
|
+$2.96M
|
+98,800
|
+1%
|
|
|
6
|
|
$238M
|
+$28M
|
+932,701
|
+13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$221M
|
-$1.67M
|
-55,681
|
-0.7%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$200M
|
+$19.9M
|
+663,851
|
+11%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$177M
|
+$17.8M
|
+593,008
|
+11%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$160M
|
+$4.48M
|
+149,154
|
+3%
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$138M
|
–
|
–
|
–
|
|
|
12
|
Allstate Corporation
Northbrook,
Illinois
|
$125M
|
+$7.25M
|
+241,605
|
+6%
|
|
|
13
|
|
$124M
|
+$93.5M
|
+3,117,290
|
+308%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$108M
|
+$816K
|
+27,193
|
+0.8%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$106M
|
+$8.1M
|
+269,832
|
+8%
|
|
|
16
|
MCF Advisors
Covington,
Kentucky
|
$105M
|
+$14.3M
|
+475,713
|
+16%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$103M
|
-$2.21M
|
-73,733
|
-2%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$95.4M
|
+$30.8M
|
+1,025,229
|
+48%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$92.8M
|
+$8.28M
|
+275,781
|
+10%
|
|
|
20
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$76.8M
|
+$4.53M
|
+151,122
|
+6%
|
|
|
21
|
|
$73M
|
+$10M
|
+333,596
|
+16%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$61.8M
|
+$2.06M
|
+68,736
|
+3%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$59.4M
|
+$1.34M
|
+44,778
|
+2%
|
|
|
24
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$53M
|
+$2.97M
|
+98,891
|
+6%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$52.3M
|
+$7.95M
|
+264,822
|
+18%
|
|
