|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.6B
|
+$65.4M
|
+2,164,798
|
+4%
|
|
|
2
|
|
$930M
|
+$924M
|
+30,620,728
|
+8,650%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$286M
|
+$2.53M
|
+83,722
|
+0.9%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$274M
|
+$11.8M
|
+389,971
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$224M
|
+$77.7M
|
+2,573,239
|
+53%
|
|
|
6
|
|
$211M
|
-$51.4M
|
-1,702,716
|
-20%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$180M
|
+$24.7M
|
+819,038
|
+16%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
-$2.64M
|
-87,519
|
-2%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$158M
|
+$158M
|
+5,232,269
|
+70,109%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$156M
|
+$24.7M
|
+818,979
|
+19%
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$125M
|
–
|
–
|
–
|
|
|
12
|
Allstate Corporation
Northbrook,
Illinois
|
$118M
|
+$6.04M
|
+200,000
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$107M
|
-$9.66M
|
-320,147
|
-8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$105M
|
-$5.36M
|
-177,608
|
-5%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$98M
|
-$4.2M
|
-139,260
|
-4%
|
|
|
16
|
MCF Advisors
Covington,
Kentucky
|
$91.1M
|
+$925K
|
+30,645
|
+1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$84.7M
|
+$9.51M
|
+315,074
|
+13%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$72.4M
|
+$5.06M
|
+167,613
|
+7%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.8M
|
-$832K
|
-27,559
|
-1%
|
|
|
20
|
|
$63.1M
|
+$874K
|
+28,952
|
+1%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$59.9M
|
+$6.17M
|
+204,522
|
+11%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$58.2M
|
+$4.16M
|
+137,851
|
+8%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$54.6M
|
-$11.5M
|
-381,081
|
-17%
|
|
|
24
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$50.1M
|
+$450K
|
+14,904
|
+0.9%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$44.4M
|
+$831K
|
+27,514
|
+2%
|
|
