|
1
|
Creative Planning
Overland Park,
Kansas
|
$573M
|
+$45.4M
|
+526,034
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$291M
|
+$29.1M
|
+337,275
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$32.8M
|
+379,615
|
+41%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$89.6M
|
+$5.89M
|
+68,234
|
+7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$87.9M
|
+$1.5M
|
+17,428
|
+2%
|
|
|
6
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$80.7M
|
-$80.9K
|
-937
|
Closed
|
|
|
7
|
|
$79.7M
|
+$14.8M
|
+171,870
|
+23%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.6M
|
-$608K
|
-7,044
|
-0.8%
|
|
|
9
|
INR Advisory Services
Media,
Pennsylvania
|
$73.4M
|
+$9.53M
|
+110,353
|
+15%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$49.9M
|
+$588K
|
+6,811
|
+1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$44.6M
|
+$1.59M
|
+18,419
|
+4%
|
|
|
12
|
Bank of New York Mellon
New York
|
$37.2M
|
-$1.19M
|
-13,742
|
-3%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$36.6M
|
+$21.7M
|
+251,000
|
+144%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$36.5M
|
–
|
–
|
–
|
|
|
15
|
Curian Capital
Denver,
Colorado
|
$34.8M
|
-$385K
|
-4,457
|
-1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$25.2M
|
+$25.3M
|
+292,585
|
New
|
|
|
17
|
Baird
Milwaukee,
Wisconsin
|
$22.9M
|
+$113K
|
+1,304
|
+0.5%
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$21.5M
|
+$10.6M
|
+122,337
|
+96%
|
|
|
19
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$20.5M
|
+$20.5M
|
+237,549
|
New
|
|
|
20
|
WBI Investments
Red Bank,
New Jersey
|
$20.4M
|
+$1.11M
|
+12,869
|
+6%
|
|
|
21
|
Kays Financial Advisory
Atlanta,
Georgia
|
$19.9M
|
+$244K
|
+2,831
|
+1%
|
|
|
22
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$18.7M
|
+$2.42M
|
+28,000
|
+15%
|
|
|
23
|
AFAM Capital
Austin,
Texas
|
$17.7M
|
-$684K
|
-7,928
|
-4%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$16.8M
|
+$2.41M
|
+27,963
|
+17%
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$16.2M
|
+$1.47M
|
+16,971
|
+10%
|
|
