|
1
|
Creative Planning
Overland Park,
Kansas
|
$921M
|
+$44.3M
|
+1,380,756
|
+5%
|
|
|
2
|
|
$847M
|
+$51.2M
|
+1,595,728
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$807M
|
-$3.97M
|
-123,644
|
-0.5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$622M
|
+$52.5M
|
+1,637,564
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$467M
|
-$1.45M
|
-45,308
|
-0.3%
|
|
|
6
|
|
$384M
|
-$7.54M
|
-235,144
|
-2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$301M
|
-$1.23M
|
-38,212
|
-0.4%
|
|
|
8
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$274M
|
+$39.3M
|
+1,224,324
|
+17%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$259M
|
+$5.34M
|
+166,384
|
+2%
|
|
|
10
|
TIAA CREF Trust
St Louis,
Missouri
|
$213M
|
-$4.76M
|
-148,300
|
-2%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$118M
|
-$72.5M
|
-2,258,452
|
-38%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$22.8M
|
+710,684
|
+26%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.8M
|
+$56M
|
+1,746,152
|
+165%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$84.9M
|
+$84.2M
|
+2,624,928
|
New
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$78.3M
|
+$4.7M
|
+146,344
|
+6%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69M
|
+$62.8M
|
+1,956,904
|
+1,110%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$68.9M
|
+$6.61M
|
+206,012
|
+11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57M
|
+$3.27M
|
+101,948
|
+6%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$55.7M
|
-$5.73M
|
-178,628
|
-9%
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$55.5M
|
+$6.61M
|
+205,944
|
+14%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$45.7M
|
+$27.3M
|
+849,672
|
+151%
|
|
|
22
|
|
$40.9M
|
+$12.3M
|
+382,640
|
+43%
|
|
|
23
|
Bank of New York Mellon
New York
|
$40.1M
|
-$58.5K
|
-1,824
|
-0.1%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$35.7M
|
-$101K
|
-3,156
|
-0.3%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.4M
|
+$4.74M
|
+147,844
|
+16%
|
|
