|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.12B
|
+$91.9M
|
+3,062,630
|
+9%
|
|
|
2
|
|
$579M
|
+$37.6M
|
+1,253,004
|
+7%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$223M
|
+$5.22M
|
+173,832
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$163M
|
+$11.8M
|
+391,706
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$3.16M
|
-105,409
|
-2%
|
|
|
6
|
|
$129M
|
-$17.7M
|
-590,745
|
-12%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
+$10.2M
|
+341,350
|
+9%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$112M
|
+$7.09M
|
+236,371
|
+7%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$105M
|
+$15.5M
|
+516,321
|
+17%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$78.8M
|
–
|
–
|
–
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$70.9M
|
+$8.89M
|
+296,426
|
+14%
|
|
|
12
|
Renaissance Technologies
New York
|
$65.1M
|
-$420K
|
-14,000
|
-0.6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$64.5M
|
-$5.67M
|
-188,931
|
-8%
|
|
|
14
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$62.7M
|
+$23.1M
|
+769,642
|
+59%
|
|
|
15
|
|
$61.9M
|
+$610K
|
+20,315
|
+1%
|
|
|
16
|
MCF Advisors
Covington,
Kentucky
|
$61M
|
+$4.02M
|
+133,984
|
+7%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$57.7M
|
-$9.04M
|
-301,258
|
-14%
|
|
|
18
|
Bank of New York Mellon
New York
|
$55.2M
|
+$83.4K
|
+2,780
|
+0.2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$53.6M
|
-$9.07M
|
-302,375
|
-15%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$48.5M
|
+$514K
|
+17,133
|
+1%
|
|
|
21
|
Fisher Asset Management
Camas,
Washington
|
$48.1M
|
-$47.2M
|
-1,572,509
|
-50%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.6M
|
+$1.36M
|
+45,381
|
+3%
|
|
|
23
|
Horizon Investments
Charlotte,
North Carolina
|
$47M
|
+$603K
|
+20,099
|
+1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$45.6M
|
-$9.73M
|
-324,445
|
-18%
|
|
|
25
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$45.3M
|
+$502K
|
+16,742
|
+1%
|
|
