|
1
|
Creative Planning
Overland Park,
Kansas
|
$383M
|
+$20.9M
|
+251,602
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$137M
|
-$11.3M
|
-135,893
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$135M
|
+$7.25M
|
+87,439
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$93.8M
|
+$4.12M
|
+49,630
|
+5%
|
|
|
5
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$78.2M
|
-$77.7K
|
-937
|
Closed
|
|
|
6
|
Bank of New York Mellon
New York
|
$72.6M
|
-$887K
|
-10,694
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$72.2M
|
-$4.42M
|
-53,226
|
-6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$63.5M
|
-$11.6M
|
-140,014
|
-16%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$62.7M
|
+$46M
|
+554,650
|
+282%
|
|
|
10
|
|
$56.2M
|
-$5.16M
|
-62,206
|
-8%
|
|
|
11
|
WBI Investments
Red Bank,
New Jersey
|
$47.6M
|
-$3.4M
|
-41,015
|
-7%
|
|
|
12
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$42.9M
|
–
|
–
|
–
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$42.3M
|
+$8.66M
|
+104,337
|
+26%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$41.4M
|
+$1.19M
|
+14,400
|
+3%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$40.7M
|
-$16.1M
|
-193,554
|
-28%
|
|
|
16
|
Stifel Nicolaus & Co
St Louis,
Missouri
|
$26.6M
|
+$26.3M
|
+316,492
|
+12,614%
|
|
|
17
|
|
$24.7M
|
-$4.22M
|
-50,905
|
-15%
|
|
|
18
|
AFAM Capital
Austin,
Texas
|
$22.9M
|
-$2.92M
|
-35,208
|
-11%
|
|
|
19
|
Curian Capital
Denver,
Colorado
|
$21.4M
|
-$1.94M
|
-23,430
|
-8%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.6M
|
-$9.12M
|
-109,882
|
-31%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.9M
|
+$1.03M
|
+12,464
|
+6%
|
|
|
22
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$13.4M
|
+$6.67M
|
+80,440
|
+100%
|
|
|
23
|
Discretionary Management Services
Merriam,
Kansas
|
$11.5M
|
-$570K
|
-6,866
|
-5%
|
|
|
24
|
Weatherstone Capital Management
Denver,
Colorado
|
$10.2M
|
-$66K
|
-795
|
-0.6%
|
|
|
25
|
Busey Bank
Urbana,
Illinois
|
$9.79M
|
+$473K
|
+5,704
|
+5%
|
|
