|
1
|
Creative Planning
Overland Park,
Kansas
|
$385M
|
+$49.9M
|
+1,875,548
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$348M
|
+$30M
|
+1,127,740
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$293M
|
+$4.79M
|
+179,724
|
+2%
|
|
|
4
|
|
$194M
|
+$16.4M
|
+616,192
|
+10%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$133M
|
+$3.18M
|
+119,400
|
+3%
|
|
|
6
|
TIAA CREF Trust
St Louis,
Missouri
|
$128M
|
+$5.61M
|
+210,824
|
+5%
|
|
|
7
|
|
$114M
|
+$9.82M
|
+368,768
|
+10%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52M
|
+$3.18M
|
+119,592
|
+7%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42.7M
|
+$5.18M
|
+194,440
|
+14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$40.6M
|
+$5.68M
|
+213,220
|
+17%
|
|
|
11
|
INR Advisory Services
Media,
Pennsylvania
|
$36.5M
|
+$1.88M
|
+70,632
|
+6%
|
|
|
12
|
Windham Capital Management
Boston,
Massachusetts
|
$36.5M
|
+$24.4M
|
+918,108
|
+225%
|
|
|
13
|
Bank of New York Mellon
New York
|
$36.3M
|
+$1.82M
|
+68,416
|
+5%
|
|
|
14
|
|
$29.6M
|
-$403K
|
-15,120
|
-1%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$28.7M
|
+$308K
|
+11,560
|
+1%
|
|
|
16
|
Emery Howard Portfolio Management
Burlingame,
California
|
$26M
|
-$980K
|
-36,792
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.6M
|
+$4.09M
|
+153,772
|
+23%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21M
|
+$1.73M
|
+64,856
|
+9%
|
|
|
19
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$20.7M
|
+$65K
|
+2,440
|
+0.3%
|
|
|
20
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$17.4M
|
-$954K
|
-35,820
|
-5%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$16.1M
|
-$972K
|
-36,488
|
-6%
|
|
|
22
|
TD Capital Management
Memphis,
Tennessee
|
$14.6M
|
-$613K
|
-23,016
|
-4%
|
|
|
23
|
Rand Wealth
Baltimore,
Maryland
|
$14M
|
+$4.03M
|
+151,536
|
+42%
|
|
|
24
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$12.6M
|
+$12.2M
|
+457,908
|
New
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$12.5M
|
+$150K
|
+5,620
|
+1%
|
|
