|
1
|
Creative Planning
Overland Park,
Kansas
|
$608M
|
+$50.9M
|
+1,687,704
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$593M
|
+$77.6M
|
+2,575,052
|
+15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$359M
|
+$15.3M
|
+508,020
|
+5%
|
|
|
4
|
|
$345M
|
+$167M
|
+5,544,420
|
+99%
|
|
|
5
|
|
$294M
|
+$61.9M
|
+2,054,932
|
+28%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$276M
|
+$269M
|
+8,928,668
|
New
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$195M
|
+$35.4M
|
+1,173,052
|
+23%
|
|
|
8
|
TIAA CREF Trust
St Louis,
Missouri
|
$165M
|
+$4.67M
|
+155,048
|
+3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75.1M
|
+$5.94M
|
+197,072
|
+9%
|
|
|
10
|
Bank of New York Mellon
New York
|
$72.5M
|
+$1.14M
|
+37,752
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$63.7M
|
+$10.6M
|
+350,164
|
+20%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46.8M
|
+$1.51M
|
+50,248
|
+3%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$43M
|
+$41.9M
|
+1,391,200
|
New
|
|
|
14
|
INR Advisory Services
Media,
Pennsylvania
|
$33.9M
|
+$1.12M
|
+37,020
|
+3%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$30.1M
|
+$569K
|
+18,884
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.4M
|
+$864K
|
+28,672
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.7M
|
+$2.58M
|
+85,632
|
+11%
|
|
|
18
|
Karpus Investment Management
Pittsford,
New York
|
$26.4M
|
-$871K
|
-28,908
|
-3%
|
|
|
19
|
Financial Counselors Inc
Overland Park,
Kansas
|
$22.1M
|
+$19.4M
|
+645,036
|
+938%
|
|
|
20
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$20.8M
|
+$214K
|
+7,112
|
+1%
|
|
|
21
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$20.6M
|
+$180K
|
+5,964
|
+0.9%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$17.9M
|
+$2.14M
|
+70,884
|
+14%
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$17.6M
|
+$17.2M
|
+571,116
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$17.1M
|
+$1.41M
|
+46,836
|
+9%
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16M
|
+$560K
|
+18,564
|
+4%
|
|
