|
1
|
Creative Planning
Overland Park,
Kansas
|
$837M
|
+$53M
|
+1,734,416
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$775M
|
-$277M
|
-9,065,800
|
-27%
|
|
|
3
|
|
$759M
|
-$10.2M
|
-334,308
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$544M
|
+$56.8M
|
+1,858,652
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$447M
|
+$9.91M
|
+324,328
|
+2%
|
|
|
6
|
|
$374M
|
-$7.43M
|
-243,004
|
-2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$288M
|
+$4.74M
|
+154,984
|
+2%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$242M
|
-$35.7M
|
-1,167,164
|
-13%
|
|
|
9
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$224M
|
-$40.2M
|
-1,315,976
|
-15%
|
|
|
10
|
TIAA CREF Trust
St Louis,
Missouri
|
$208M
|
+$2.18M
|
+71,264
|
+1%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$183M
|
+$56.5M
|
+1,849,680
|
+45%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$85.2M
|
+$48.4M
|
+1,583,568
|
+134%
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
$70.3M
|
+$17.5M
|
+572,608
|
+34%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.4M
|
-$10.2M
|
-333,384
|
-15%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$58.7M
|
+$678K
|
+22,196
|
+1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.3M
|
+$378K
|
+12,364
|
+0.8%
|
|
|
17
|
BNP Paribas Financial Markets
Paris,
France
|
$46.9M
|
+$234K
|
+7,660
|
+0.5%
|
|
|
18
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$46.6M
|
+$6.52M
|
+213,460
|
+16%
|
|
|
19
|
Bank of New York Mellon
New York
|
$38.3M
|
-$1.03M
|
-33,844
|
-3%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$34.2M
|
+$9.52M
|
+311,548
|
+39%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$2.41M
|
+78,700
|
+8%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.7M
|
+$5.02M
|
+164,300
|
+19%
|
|
|
23
|
INR Advisory Services
Media,
Pennsylvania
|
$31.6M
|
-$1.77M
|
-57,904
|
-5%
|
|
|
24
|
Emery Howard Portfolio Management
Burlingame,
California
|
$29.9M
|
-$597K
|
-19,544
|
-2%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.3M
|
+$1.71M
|
+56,012
|
+6%
|
|
