|
1
|
Creative Planning
Overland Park,
Kansas
|
$732M
|
-$48.9M
|
-576,437
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$328M
|
+$7.61M
|
+89,654
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$217M
|
+$45.3M
|
+534,541
|
+27%
|
|
|
4
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$137M
|
-$136K
|
-1,605
|
Closed
|
|
|
5
|
LPL Financial
San Diego,
California
|
$117M
|
+$12.1M
|
+143,197
|
+12%
|
|
|
6
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$103M
|
+$102M
|
+1,201,918
|
New
|
|
|
7
|
|
$98.6M
|
-$13.8M
|
-162,968
|
-12%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$84.4M
|
-$7.44M
|
-87,665
|
-8%
|
|
|
9
|
INR Advisory Services
Media,
Pennsylvania
|
$75.3M
|
+$114K
|
+1,349
|
+0.2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.5M
|
-$6.7M
|
-79,015
|
-9%
|
|
|
11
|
Glovista Investments
Jersey City,
New Jersey
|
$65.8M
|
+$63M
|
+742,142
|
+2,596%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$60.3M
|
+$11.5M
|
+135,577
|
+24%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$52.1M
|
+$400K
|
+4,713
|
+0.8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43.9M
|
+$1.47M
|
+17,379
|
+3%
|
|
|
15
|
Curian Capital
Denver,
Colorado
|
$40.4M
|
-$2.06M
|
-24,256
|
-5%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$38.2M
|
+$2.03M
|
+23,978
|
+6%
|
|
|
17
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$33.7M
|
+$665K
|
+7,839
|
+2%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.5M
|
+$7.86M
|
+92,648
|
+34%
|
|
|
19
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$29.2M
|
+$4.41M
|
+52,000
|
+18%
|
|
|
20
|
|
$26.1M
|
+$25.9M
|
+305,501
|
New
|
|
|
21
|
Allianz Asset Management
Munich,
Germany
|
$24.5M
|
-$3.43M
|
-40,420
|
-12%
|
|
|
22
|
Bank of New York Mellon
New York
|
$24M
|
-$2.86M
|
-33,680
|
-11%
|
|
|
23
|
Kays Financial Advisory
Atlanta,
Georgia
|
$22.7M
|
+$1.11M
|
+13,143
|
+5%
|
|
|
24
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$20.7M
|
+$925K
|
+10,900
|
+5%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20M
|
+$4.12M
|
+48,542
|
+26%
|
|
