|
1
|
Creative Planning
Overland Park,
Kansas
|
$311M
|
+$37.2M
|
+1,484,780
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$295M
|
+$25.8M
|
+1,027,356
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$268M
|
-$11.8M
|
-470,396
|
-4%
|
|
|
4
|
|
$165M
|
+$24.9M
|
+991,704
|
+18%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$121M
|
+$503K
|
+20,036
|
+0.4%
|
|
|
6
|
TIAA CREF Trust
St Louis,
Missouri
|
$114M
|
+$5.18M
|
+206,556
|
+5%
|
|
|
7
|
|
$96.5M
|
+$14.2M
|
+566,328
|
+18%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$45.8M
|
+$43.8M
|
+1,746,232
|
+4,358%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.4M
|
+$2.36M
|
+94,036
|
+6%
|
|
|
10
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.8M
|
+$1.56M
|
+62,332
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$32.8M
|
+$2.83M
|
+112,820
|
+10%
|
|
|
12
|
INR Advisory Services
Media,
Pennsylvania
|
$32.2M
|
+$232K
|
+9,232
|
+0.7%
|
|
|
13
|
Bank of New York Mellon
New York
|
$32M
|
+$1.95M
|
+77,556
|
+7%
|
|
|
14
|
|
$28M
|
+$451K
|
+17,984
|
+2%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$26.4M
|
+$1.4M
|
+55,932
|
+6%
|
|
|
16
|
Emery Howard Portfolio Management
Burlingame,
California
|
$25.1M
|
-$787K
|
-31,356
|
-3%
|
|
|
17
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$19.2M
|
+$18.8M
|
+750,460
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.9M
|
+$1.8M
|
+71,880
|
+11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$2.6M
|
+103,816
|
+18%
|
|
|
20
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$17.1M
|
-$109K
|
-4,328
|
-0.6%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$16M
|
-$139K
|
-5,548
|
-0.9%
|
|
|
22
|
TD Capital Management
Memphis,
Tennessee
|
$14.2M
|
+$83.4K
|
+3,324
|
+0.6%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.5M
|
+$76.8K
|
+3,060
|
+0.7%
|
|
|
24
|
Estate Counselors
Thiensville,
Wisconsin
|
$11M
|
-$38.1K
|
-1,520
|
-0.4%
|
|
|
25
|
|
$10.7M
|
-$4.42M
|
-176,268
|
-30%
|
|
