|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.3B
|
+$85.4M
|
+2,852,094
|
+7%
|
|
|
2
|
|
$754M
|
-$376M
|
-12,541,290
|
-33%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$233M
|
+$7.38M
|
+246,234
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$212M
|
+$41.3M
|
+1,379,249
|
+24%
|
|
|
5
|
|
$190M
|
+$34.9M
|
+1,164,110
|
+23%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$1.52M
|
-50,865
|
-1%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$124M
|
+$7M
|
+233,609
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
-$1.69M
|
-56,306
|
-1%
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$115M
|
+$43M
|
+1,434,399
|
+60%
|
|
|
10
|
Renaissance Technologies
New York
|
$110M
|
+$56M
|
+1,869,400
|
+105%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$96.5M
|
-$7.31M
|
-244,033
|
-7%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$88.1M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$70.9M
|
-$5.01M
|
-167,168
|
-7%
|
|
|
14
|
MCF Advisors
Covington,
Kentucky
|
$70.2M
|
-$1.22M
|
-40,667
|
-2%
|
|
|
15
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$59.4M
|
+$5.49M
|
+183,130
|
+10%
|
|
|
16
|
|
$56.5M
|
-$6.76M
|
-225,491
|
-11%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$56.4M
|
+$11.4M
|
+380,183
|
+25%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$56.2M
|
-$118K
|
-3,951
|
-0.2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$51.5M
|
+$2.06M
|
+68,873
|
+4%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.3M
|
-$1.35M
|
-45,122
|
-3%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$48.2M
|
-$233K
|
-7,775
|
-0.5%
|
|
|
22
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$48.1M
|
+$791K
|
+26,400
|
+2%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$46.1M
|
+$1.18M
|
+39,243
|
+3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$44.5M
|
+$4.86M
|
+162,239
|
+12%
|
|
|
25
|
Fisher Asset Management
Camas,
Washington
|
$43.8M
|
+$155K
|
+5,166
|
+0.4%
|
|
