|
1
|
Creative Planning
Overland Park,
Kansas
|
$441M
|
+$42.3M
|
+1,525,624
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$395M
|
+$34.4M
|
+1,238,912
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$302M
|
-$136K
|
-4,900
|
-0%
|
|
|
4
|
|
$201M
|
+$1.43M
|
+51,412
|
+0.7%
|
|
|
5
|
|
$149M
|
+$31.2M
|
+1,124,872
|
+27%
|
|
|
6
|
TIAA CREF Trust
St Louis,
Missouri
|
$138M
|
+$5.32M
|
+191,576
|
+4%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$126M
|
-$11.1M
|
-399,744
|
-8%
|
|
|
8
|
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
$60.3M
|
+$59M
|
+2,124,400
|
New
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.9M
|
+$4.05M
|
+145,796
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$51.1M
|
+$9.04M
|
+325,928
|
+22%
|
|
|
11
|
Windham Capital Management
Boston,
Massachusetts
|
$43.7M
|
+$5.94M
|
+213,992
|
+16%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41.8M
|
-$2.22M
|
-80,088
|
-5%
|
|
|
13
|
Bank of New York Mellon
New York
|
$37.5M
|
+$56.3K
|
+2,028
|
+0.2%
|
|
|
14
|
|
$33.8M
|
+$3.15M
|
+113,448
|
+11%
|
|
|
15
|
INR Advisory Services
Media,
Pennsylvania
|
$29.2M
|
-$8.25M
|
-297,284
|
-22%
|
|
|
16
|
Karpus Investment Management
Pittsford,
New York
|
$28.6M
|
-$985K
|
-35,488
|
-3%
|
|
|
17
|
Emery Howard Portfolio Management
Burlingame,
California
|
$27.1M
|
+$261K
|
+9,392
|
+1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
-$413K
|
-14,884
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.4M
|
+$671K
|
+24,184
|
+3%
|
|
|
20
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$21.7M
|
+$286K
|
+10,320
|
+1%
|
|
|
21
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$18.1M
|
+$155K
|
+5,576
|
+0.9%
|
|
|
22
|
TD Capital Management
Memphis,
Tennessee
|
$15M
|
-$80.4K
|
-2,896
|
-0.5%
|
|
|
23
|
Rand Wealth
Baltimore,
Maryland
|
$14.9M
|
+$411K
|
+14,828
|
+3%
|
|
|
24
|
|
$13.1M
|
+$542K
|
+19,544
|
+4%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.9M
|
-$3.72M
|
-133,892
|
-23%
|
|
