|
1
|
Bank of America
Charlotte,
North Carolina
|
$318M
|
+$58.8M
|
+2,009,178
|
+23%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$311M
|
+$3.76M
|
+128,574
|
+1%
|
|
|
3
|
|
$270M
|
+$52.1M
|
+1,779,802
|
+24%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$266M
|
+$181M
|
+6,179,044
|
+215%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$210M
|
+$4.84M
|
+165,527
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$171M
|
+$1.87M
|
+63,946
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$157M
|
+$12.4M
|
+423,207
|
+9%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$143M
|
-$48.1M
|
-1,642,801
|
-25%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$128M
|
+$2.99M
|
+102,312
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$121M
|
-$17.9M
|
-611,184
|
-13%
|
|
|
11
|
Destination Wealth Management
Walnut Creek,
California
|
$114M
|
-$10.6M
|
-362,422
|
-9%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$111M
|
+$35.7M
|
+1,219,941
|
+47%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$111M
|
-$968K
|
-33,075
|
-0.9%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$97.6M
|
+$7.55M
|
+257,875
|
+8%
|
|
|
15
|
|
$90.3M
|
-$6.44M
|
-220,013
|
-7%
|
|
|
16
|
Allstate Corporation
Northbrook,
Illinois
|
$90.1M
|
+$9.15M
|
+312,685
|
+11%
|
|
|
17
|
Allstate Investment Management
Chicago,
Illinois
|
$90.1M
|
+$89.8M
|
+3,067,255
|
New
|
|
|
18
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$88.5M
|
+$6.53M
|
+223,027
|
+8%
|
|
|
19
|
Fisher Asset Management
Camas,
Washington
|
$83.4M
|
-$5.22M
|
-178,194
|
-6%
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$67.4M
|
–
|
–
|
–
|
|
|
21
|
Horizon Investments
Charlotte,
North Carolina
|
$67.2M
|
-$705K
|
-24,078
|
-1%
|
|
|
22
|
Oakworth Capital
Birmingham,
Alabama
|
$61.9M
|
+$61.7M
|
+2,108,562
|
New
|
|
|
23
|
Litman Gregory Wealth Management
Larkspur,
California
|
$60.9M
|
+$5.95M
|
+203,451
|
+11%
|
|
|
24
|
TIAA FSB
Jacksonville,
Florida
|
$59.4M
|
-$369K
|
-12,593
|
-0.6%
|
|
|
25
|
|
$57.9M
|
+$23.9M
|
+817,408
|
+71%
|
|
