|
1
|
Creative Planning
Overland Park,
Kansas
|
$780M
|
+$149M
|
+1,727,457
|
+23%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$320M
|
+$12.9M
|
+148,917
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
+$50.3M
|
+581,583
|
+41%
|
|
|
4
|
|
$112M
|
+$3.12M
|
+36,041
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$105M
|
+$7.3M
|
+84,380
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$91.7M
|
+$12.7M
|
+146,917
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.1M
|
+$6.14M
|
+70,930
|
+9%
|
|
|
8
|
INR Advisory Services
Media,
Pennsylvania
|
$75M
|
-$3.99M
|
-46,148
|
-5%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$51.6M
|
+$1.85M
|
+21,430
|
+4%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$48.7M
|
+$3.17M
|
+36,651
|
+7%
|
|
|
11
|
Curian Capital
Denver,
Colorado
|
$42.4M
|
+$12.6M
|
+145,602
|
+41%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$42.4M
|
+$6.13M
|
+70,870
|
+17%
|
|
|
13
|
Managed Account Advisors
Jersey City,
New Jersey
|
$40.8M
|
+$5.83M
|
+67,440
|
+16%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$36.2M
|
–
|
–
|
–
|
|
|
15
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$33M
|
+$9.85M
|
+113,816
|
+42%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$27.8M
|
-$10.2M
|
-117,700
|
-26%
|
|
|
17
|
Bank of New York Mellon
New York
|
$26.8M
|
-$5.78M
|
-66,830
|
-18%
|
|
|
18
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$24.7M
|
+$2.08M
|
+24,000
|
+9%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.6M
|
+$6.16M
|
+71,251
|
+35%
|
|
|
20
|
Kays Financial Advisory
Atlanta,
Georgia
|
$21.5M
|
+$669K
|
+7,734
|
+3%
|
|
|
21
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$19.7M
|
+$640K
|
+7,400
|
+3%
|
|
|
22
|
AFAM Capital
Austin,
Texas
|
$17.1M
|
+$2.83M
|
+32,743
|
+19%
|
|
|
23
|
AllSquare Wealth Management
Albany,
New York
|
$16.9M
|
+$1.26M
|
+14,516
|
+8%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.9M
|
+$8.41M
|
+97,162
|
+109%
|
|
|
25
|
Busey Bank
Urbana,
Illinois
|
$14.6M
|
+$749K
|
+8,662
|
+5%
|
|
