|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.21B
|
+$97.9M
|
+3,267,771
|
+9%
|
|
|
2
|
|
$1.12B
|
+$553M
|
+18,467,267
|
+97%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$224M
|
+$3.56M
|
+118,706
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$169M
|
+$8.54M
|
+284,982
|
+5%
|
|
|
5
|
|
$154M
|
+$26.5M
|
+885,193
|
+21%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$1.76M
|
-58,573
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
-$3.1M
|
-103,597
|
-3%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$116M
|
+$5.84M
|
+194,695
|
+5%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$103M
|
-$887K
|
-29,603
|
-0.9%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$81M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$75.3M
|
+$11.7M
|
+391,684
|
+18%
|
|
|
12
|
Advisory Alpha
Holland,
Michigan
|
$71.7M
|
+$1.78M
|
+59,516
|
+3%
|
|
|
13
|
MCF Advisors
Covington,
Kentucky
|
$70.8M
|
+$10.7M
|
+358,446
|
+18%
|
|
|
14
|
|
$62.8M
|
+$1.73M
|
+57,626
|
+3%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$55.9M
|
-$973K
|
-32,452
|
-2%
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$53.5M
|
+$51.7M
|
+1,726,599
|
+2,688%
|
|
|
17
|
Renaissance Technologies
New York
|
$53.1M
|
-$11.1M
|
-371,700
|
-17%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.3M
|
+$2.34M
|
+78,116
|
+5%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$49M
|
-$3.82M
|
-127,368
|
-7%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$48M
|
+$174K
|
+5,796
|
+0.4%
|
|
|
21
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$46.9M
|
+$2.24M
|
+74,830
|
+5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$44.6M
|
-$381K
|
-12,722
|
-0.8%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$44.5M
|
+$14.1M
|
+470,353
|
+46%
|
|
|
24
|
Fisher Asset Management
Camas,
Washington
|
$43.3M
|
-$4.18M
|
-139,549
|
-9%
|
|
|
25
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$41.5M
|
-$20.4M
|
-682,221
|
-33%
|
|
