|
1
|
|
$746M
|
+$356M
|
+11,323,264
|
+101%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$700M
|
+$43.7M
|
+1,389,132
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$670M
|
+$31.7M
|
+1,007,348
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$421M
|
+$34M
|
+1,079,900
|
+9%
|
|
|
5
|
|
$376M
|
+$57.7M
|
+1,834,488
|
+19%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$356M
|
+$56.4M
|
+1,792,580
|
+20%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$226M
|
+$15.5M
|
+493,776
|
+8%
|
|
|
8
|
TIAA CREF Trust
St Louis,
Missouri
|
$183M
|
+$6.3M
|
+200,368
|
+4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$93.3M
|
+$12M
|
+380,580
|
+16%
|
|
|
10
|
Bank of New York Mellon
New York
|
$80.8M
|
+$2.79M
|
+88,776
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$70.8M
|
+$4.57M
|
+145,408
|
+7%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$56.2M
|
+$5.57M
|
+177,168
|
+12%
|
|
|
13
|
INR Advisory Services
Media,
Pennsylvania
|
$38.3M
|
+$1.8M
|
+57,236
|
+5%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$37.8M
|
-$7.88M
|
-250,800
|
-18%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.1M
|
+$5.3M
|
+168,680
|
+18%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$3.93M
|
+124,860
|
+14%
|
|
|
17
|
Emery Howard Portfolio Management
Burlingame,
California
|
$32.1M
|
-$226K
|
-7,180
|
-0.7%
|
|
|
18
|
|
$27.4M
|
+$10.9M
|
+346,432
|
+72%
|
|
|
19
|
Karpus Investment Management
Pittsford,
New York
|
$23.7M
|
-$4.45M
|
-141,624
|
-17%
|
|
|
20
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$22.8M
|
+$638K
|
+20,304
|
+3%
|
|
|
21
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$22.4M
|
+$39.6K
|
+1,260
|
+0.2%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$21.3M
|
+$2.05M
|
+65,284
|
+11%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$19.3M
|
+$920K
|
+29,276
|
+5%
|
|
|
24
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$18.9M
|
+$1.62M
|
+51,592
|
+10%
|
|
|
25
|
Veritable
Wilmington,
Delaware
|
$18.4M
|
+$1.24M
|
+39,484
|
+8%
|
|
