|
1
|
Creative Planning
Overland Park,
Kansas
|
$382M
|
+$113M
|
+3,826,586
|
+42%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$351M
|
+$37M
|
+1,254,588
|
+12%
|
|
|
3
|
|
$308M
|
+$35.7M
|
+1,211,218
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$223M
|
-$97M
|
-3,287,922
|
-30%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$216M
|
+$4.22M
|
+142,888
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$177M
|
+$3.92M
|
+132,842
|
+2%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$151M
|
+$6.04M
|
+204,738
|
+4%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$125M
|
+$9.41M
|
+318,913
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$124M
|
-$5.7M
|
-193,391
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$122M
|
-$132K
|
-4,491
|
-0.1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$121M
|
-$37.1M
|
-1,257,722
|
-23%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$113M
|
+$1.06M
|
+36,090
|
+1%
|
|
|
13
|
TIAA FSB
Jacksonville,
Florida
|
$99.9M
|
+$39.8M
|
+1,350,255
|
+67%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$97.5M
|
-$1M
|
-33,988
|
-1%
|
|
|
15
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$95.6M
|
+$6.38M
|
+216,340
|
+7%
|
|
|
16
|
|
$89.8M
|
-$1.33M
|
-45,058
|
-1%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$83.4M
|
-$700K
|
-23,717
|
-0.8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$71.3M
|
-$40.8M
|
-1,384,189
|
-37%
|
|
|
19
|
RiverFront Investment Group
Richmond,
Virginia
|
$69.6M
|
+$1.43M
|
+48,423
|
+2%
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$68.5M
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.8M
|
+$13.3M
|
+450,222
|
+27%
|
|
|
22
|
Oakworth Capital
Birmingham,
Alabama
|
$62.7M
|
+$245K
|
+8,316
|
+0.4%
|
|
|
23
|
Allstate Corporation
Northbrook,
Illinois
|
$58.9M
|
-$31.8M
|
-1,078,366
|
-35%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$49.4M
|
-$2.05M
|
-69,614
|
-4%
|
|
|
25
|
TownSquare Capital
Provo,
Utah
|
$48.9M
|
+$1.5M
|
+50,697
|
+3%
|
|
