|
1
|
Creative Planning
Overland Park,
Kansas
|
$993M
|
+$55.4M
|
+1,712,668
|
+6%
|
|
|
2
|
|
$881M
|
+$19.8M
|
+610,192
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$842M
|
+$20.5M
|
+632,616
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$687M
|
+$53.6M
|
+1,655,696
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$536M
|
+$59.9M
|
+1,849,812
|
+13%
|
|
|
6
|
|
$449M
|
+$57.9M
|
+1,787,312
|
+15%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$326M
|
+$20M
|
+617,632
|
+7%
|
|
|
8
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$297M
|
+$18.5M
|
+572,000
|
+7%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$274M
|
+$10.4M
|
+320,580
|
+4%
|
|
|
10
|
TIAA CREF Trust
St Louis,
Missouri
|
$214M
|
-$2.43M
|
-74,928
|
-1%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$150M
|
+$29.6M
|
+913,640
|
+25%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$138M
|
+$23.7M
|
+731,952
|
+21%
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$113M
|
+$26.5M
|
+817,096
|
+31%
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$113M
|
+$111M
|
+3,442,024
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.8M
|
+$450K
|
+13,908
|
+0.5%
|
|
|
16
|
JMG Financial Group
Downers Grove,
Illinois
|
$82.2M
|
+$2.57M
|
+79,264
|
+3%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$76.6M
|
+$19.8M
|
+612,424
|
+36%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$74.3M
|
+$4.13M
|
+127,440
|
+6%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.3M
|
+$3.16M
|
+97,492
|
+5%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$62.1M
|
+$5.39M
|
+166,428
|
+10%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$62M
|
+$3.91M
|
+120,908
|
+7%
|
|
|
22
|
Bank of New York Mellon
New York
|
$42.6M
|
+$1.86M
|
+57,472
|
+5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.9M
|
+$3.89M
|
+120,296
|
+11%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$38.8M
|
+$2.49M
|
+77,008
|
+7%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$38.1M
|
-$8.24M
|
-254,600
|
-18%
|
|
