|
1
|
|
$890M
|
+$177M
|
+5,466,836
|
+24%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$710M
|
+$39.4M
|
+1,213,648
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$686M
|
+$43.4M
|
+1,336,460
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$431M
|
+$26.7M
|
+823,088
|
+6%
|
|
|
5
|
|
$391M
|
+$29.9M
|
+920,260
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$369M
|
+$28.1M
|
+866,216
|
+8%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$230M
|
+$12.7M
|
+391,780
|
+6%
|
|
|
8
|
TIAA CREF Trust
St Louis,
Missouri
|
$181M
|
+$5.06M
|
+155,980
|
+3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$94.2M
|
+$4.64M
|
+143,016
|
+5%
|
|
|
10
|
Bank of New York Mellon
New York
|
$80.1M
|
+$2.58M
|
+79,664
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$74.6M
|
+$4.33M
|
+133,352
|
+6%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$54.9M
|
+$941K
|
+29,008
|
+2%
|
|
|
13
|
Windham Capital Management
Boston,
Massachusetts
|
$51.9M
|
+$50.2M
|
+1,547,840
|
+1,874%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$48.1M
|
+$12M
|
+369,600
|
+32%
|
|
|
15
|
|
$47.7M
|
+$21.7M
|
+669,928
|
+81%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.8M
|
+$5.29M
|
+162,948
|
+15%
|
|
|
17
|
Emery Howard Portfolio Management
Burlingame,
California
|
$30.8M
|
+$21.4K
|
+660
|
+0.1%
|
|
|
18
|
INR Advisory Services
Media,
Pennsylvania
|
$30M
|
-$6.93M
|
-213,616
|
-19%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
-$2.22M
|
-68,332
|
-7%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$26.2M
|
+$24.9M
|
+768,632
|
+1,416%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$23M
|
+$4.49M
|
+138,292
|
+24%
|
|
|
22
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$22.3M
|
+$405K
|
+12,480
|
+2%
|
|
|
23
|
Karpus Investment Management
Pittsford,
New York
|
$22M
|
-$740K
|
-22,792
|
-3%
|
|
|
24
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$21M
|
-$502K
|
-15,460
|
-2%
|
|
|
25
|
Nadler Financial Group
Deerfield,
Illinois
|
$20.6M
|
+$3.9M
|
+120,048
|
+23%
|
|
