|
1
|
Creative Planning
Overland Park,
Kansas
|
$504M
|
+$41.9M
|
+1,468,084
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$493M
|
+$77.2M
|
+2,704,808
|
+19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$326M
|
+$9.61M
|
+336,512
|
+3%
|
|
|
4
|
|
$212M
|
+$1.33M
|
+46,652
|
+0.7%
|
|
|
5
|
|
$190M
|
+$32.9M
|
+1,153,740
|
+22%
|
|
|
6
|
TIAA CREF Trust
St Louis,
Missouri
|
$150M
|
+$5.5M
|
+192,644
|
+4%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$139M
|
+$6.26M
|
+219,384
|
+5%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.5M
|
+$39.8K
|
+1,392
|
+0.1%
|
|
|
9
|
Windham Capital Management
Boston,
Massachusetts
|
$54.3M
|
+$8.27M
|
+289,596
|
+19%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$50.1M
|
-$3.15M
|
-110,240
|
-6%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43.2M
|
-$446K
|
-15,620
|
-1%
|
|
|
12
|
|
$34.2M
|
-$1.03M
|
-36,176
|
-3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$33.4M
|
-$5.57M
|
-194,896
|
-15%
|
|
|
14
|
INR Advisory Services
Media,
Pennsylvania
|
$31.7M
|
+$1.08M
|
+37,720
|
+4%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$29.7M
|
-$177K
|
-6,200
|
-0.6%
|
|
|
16
|
Emery Howard Portfolio Management
Burlingame,
California
|
$28.6M
|
+$273K
|
+9,564
|
+1%
|
|
|
17
|
AllianceBernstein
Nashville,
Tennessee
|
$27.2M
|
+$25.9M
|
+905,640
|
+9,241%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.5M
|
+$2.06M
|
+72,012
|
+9%
|
|
|
19
|
Aft Forsyth & Sober
Valrico,
Florida
|
$24.1M
|
+$23.1M
|
+810,000
|
+73,636%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.8M
|
-$204K
|
-7,140
|
-0.9%
|
|
|
21
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$22.7M
|
+$48.5K
|
+1,700
|
+0.2%
|
|
|
22
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$19.7M
|
+$732K
|
+25,636
|
+4%
|
|
|
23
|
TD Capital Management
Memphis,
Tennessee
|
$15.7M
|
-$38.8K
|
-1,360
|
-0.3%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$15.6M
|
+$107K
|
+3,760
|
+0.7%
|
|
|
25
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$15.4M
|
+$11.3M
|
+394,672
|
+319%
|
|
