|
1
|
Creative Planning
Overland Park,
Kansas
|
$796M
|
+$75.9M
|
+893,509
|
+10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$433M
|
+$112M
|
+1,315,697
|
+34%
|
|
|
3
|
Americafirst Capital Management
Roseville,
California
|
$420M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$380M
|
+$168M
|
+1,979,422
|
+78%
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$321M
|
+$325M
|
+3,821,009
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$235M
|
+$120M
|
+1,412,873
|
+102%
|
|
|
7
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$135M
|
–
|
–
|
–
|
|
|
8
|
|
$101M
|
+$3.86M
|
+45,380
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.7M
|
+$9.37M
|
+110,298
|
+14%
|
|
|
10
|
INR Advisory Services
Media,
Pennsylvania
|
$76.7M
|
+$2.63M
|
+30,932
|
+4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$76.3M
|
-$6.82M
|
-80,207
|
-8%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$73.2M
|
+$14M
|
+164,639
|
+23%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$52.4M
|
+$9.19M
|
+108,168
|
+21%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$50.7M
|
-$574K
|
-6,749
|
-1%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.8M
|
+$14M
|
+164,174
|
+44%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$37.7M
|
–
|
–
|
–
|
|
|
17
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$34.9M
|
+$1.69M
|
+19,832
|
+5%
|
|
|
18
|
WBI Investments
Red Bank,
New Jersey
|
$28.9M
|
+$29.3M
|
+344,242
|
New
|
|
|
19
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$28.5M
|
-$263K
|
-3,100
|
-0.9%
|
|
|
20
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$25.1M
|
+$25.3M
|
+298,036
|
New
|
|
|
21
|
Fisher Asset Management
Camas,
Washington
|
$25M
|
+$5.84M
|
+68,741
|
+30%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.7M
|
+$9.89M
|
+116,320
|
+65%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$24.3M
|
+$24.6M
|
+289,009
|
New
|
|
|
24
|
Allianz Asset Management
Munich,
Germany
|
$23.1M
|
-$1.05M
|
-12,300
|
-4%
|
|
|
25
|
Kays Financial Advisory
Atlanta,
Georgia
|
$22.7M
|
+$341K
|
+4,015
|
+2%
|
|
