|
1
|
Creative Planning
Overland Park,
Kansas
|
$504M
|
+$125M
|
+4,238,756
|
+33%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$350M
|
+$1.62M
|
+54,906
|
+0.5%
|
|
|
3
|
|
$302M
|
-$4.38M
|
-148,486
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
-$23.9M
|
-808,142
|
-11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$187M
|
+$11.6M
|
+393,218
|
+7%
|
|
|
6
|
|
$158M
|
+$149M
|
+5,034,232
|
+1,551%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$157M
|
+$7M
|
+237,061
|
+5%
|
|
|
8
|
|
$142M
|
+$142M
|
+4,824,055
|
+32,490%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$123M
|
+$2.43M
|
+82,224
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$3.32M
|
-112,360
|
-3%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$116M
|
+$4.27M
|
+144,620
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$105M
|
-$15.5M
|
-525,753
|
-13%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$101M
|
-$22.9M
|
-775,313
|
-18%
|
|
|
14
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$99.8M
|
+$4.81M
|
+162,951
|
+5%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$99M
|
+$2.13M
|
+72,226
|
+2%
|
|
|
16
|
|
$94.9M
|
+$5.73M
|
+194,055
|
+6%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$87.1M
|
+$4.21M
|
+142,448
|
+5%
|
|
|
18
|
TIAA FSB
Jacksonville,
Florida
|
$82.3M
|
-$17M
|
-575,443
|
-17%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$71.9M
|
-$143M
|
-4,845,013
|
-66%
|
|
|
20
|
RiverFront Investment Group
Richmond,
Virginia
|
$69.5M
|
+$321K
|
+10,859
|
+0.5%
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$69.5M
|
–
|
–
|
–
|
|
|
22
|
Litman Gregory Wealth Management
Larkspur,
California
|
$64.4M
|
+$64.6M
|
+2,188,641
|
New
|
|
|
23
|
Oakworth Capital
Birmingham,
Alabama
|
$61.4M
|
-$906K
|
-30,679
|
-1%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$59.3M
|
+$10.3M
|
+347,482
|
+21%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$57.9M
|
-$12.9M
|
-437,810
|
-18%
|
|
