|
1
|
Creative Planning
Overland Park,
Kansas
|
$651M
|
+$66.5M
|
+761,593
|
+11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$316M
|
+$19.5M
|
+223,603
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$9.62M
|
+110,100
|
+8%
|
|
|
4
|
|
$112M
|
+$31.1M
|
+355,580
|
+38%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$101M
|
+$9.73M
|
+111,401
|
+11%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$81.5M
|
-$8.09M
|
-92,600
|
-9%
|
|
|
7
|
INR Advisory Services
Media,
Pennsylvania
|
$81.2M
|
+$6.37M
|
+72,947
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$71M
|
-$8.97M
|
-102,676
|
-11%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$51.2M
|
+$355K
|
+4,067
|
+0.7%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$46.8M
|
+$1.4M
|
+15,981
|
+3%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$39.1M
|
+$1.78M
|
+20,400
|
+5%
|
|
|
12
|
WBI Investments
Red Bank,
New Jersey
|
$37.9M
|
+$17M
|
+194,725
|
+82%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$37.4M
|
+$11.7M
|
+133,534
|
+46%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$37.2M
|
–
|
–
|
–
|
|
|
15
|
Managed Account Advisors
Jersey City,
New Jersey
|
$36.1M
|
+$14.1M
|
+161,776
|
+65%
|
|
|
16
|
Bank of New York Mellon
New York
|
$33.4M
|
-$4.49M
|
-51,379
|
-12%
|
|
|
17
|
Curian Capital
Denver,
Colorado
|
$30.8M
|
-$4.57M
|
-52,267
|
-13%
|
|
|
18
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$24M
|
+$3.12M
|
+35,669
|
+15%
|
|
|
19
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$23.3M
|
+$23.2M
|
+265,900
|
New
|
|
|
20
|
Baird
Milwaukee,
Wisconsin
|
$23.1M
|
-$206K
|
-2,357
|
-0.9%
|
|
|
21
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$21.5M
|
+$21.3M
|
+243,601
|
New
|
|
|
22
|
Kays Financial Advisory
Atlanta,
Georgia
|
$21.5M
|
+$1.24M
|
+14,158
|
+6%
|
|
|
23
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$19.6M
|
+$577K
|
+6,610
|
+3%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18M
|
+$6.45M
|
+73,853
|
+56%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$16.3M
|
+$6.63M
|
+75,916
|
+69%
|
|
