|
1
|
Creative Planning
Overland Park,
Kansas
|
$528M
|
+$30.3M
|
+1,020,804
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$487M
|
+$349K
|
+11,748
|
+0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$326M
|
+$3.63M
|
+122,380
|
+1%
|
|
|
4
|
|
$223M
|
+$35.5M
|
+1,197,308
|
+19%
|
|
|
5
|
|
$219M
|
+$9.22M
|
+310,736
|
+4%
|
|
|
6
|
|
$165M
|
+$132M
|
+4,460,308
|
+387%
|
|
|
7
|
TIAA CREF Trust
St Louis,
Missouri
|
$152M
|
+$3.51M
|
+118,196
|
+2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$151M
|
+$14.4M
|
+483,796
|
+10%
|
|
|
9
|
Bank of New York Mellon
New York
|
$67.7M
|
+$35.1M
|
+1,182,064
|
+105%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.6M
|
+$5.83M
|
+196,284
|
+10%
|
|
|
11
|
Windham Capital Management
Boston,
Massachusetts
|
$54.7M
|
+$1.05M
|
+35,420
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$49.5M
|
+$689K
|
+23,216
|
+1%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43M
|
+$241K
|
+8,108
|
+0.6%
|
|
|
14
|
INR Advisory Services
Media,
Pennsylvania
|
$31.1M
|
-$236K
|
-7,960
|
-0.7%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$28M
|
-$216K
|
-7,268
|
-0.8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.1M
|
+$859K
|
+28,948
|
+3%
|
|
|
17
|
Karpus Investment Management
Pittsford,
New York
|
$26M
|
-$3.42M
|
-115,232
|
-12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
-$688K
|
-23,180
|
-3%
|
|
|
19
|
Aft Forsyth & Sober
Valrico,
Florida
|
$22.6M
|
-$1.19M
|
-40,000
|
-5%
|
|
|
20
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$19.6M
|
-$2.9M
|
-97,608
|
-13%
|
|
|
21
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$19.4M
|
-$103K
|
-3,480
|
-0.5%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$15.4M
|
-$69.1K
|
-2,328
|
-0.4%
|
|
|
23
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$15M
|
-$207K
|
-6,960
|
-1%
|
|
|
24
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$14.9M
|
+$2.47M
|
+83,364
|
+20%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$14.8M
|
+$1.34M
|
+44,996
|
+10%
|
|
