|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.14B
|
+$90.4M
|
+2,632,456
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$996M
|
+$104M
|
+3,019,128
|
+12%
|
|
|
3
|
|
$990M
|
+$57.7M
|
+1,679,164
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$748M
|
+$21M
|
+610,184
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$595M
|
+$28.1M
|
+818,300
|
+5%
|
|
|
6
|
|
$507M
|
+$31.4M
|
+913,076
|
+7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$375M
|
+$29.3M
|
+852,408
|
+9%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$336M
|
+$45.8M
|
+1,334,384
|
+16%
|
|
|
9
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$314M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$266M
|
+$121M
|
+3,527,700
|
+84%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$230M
|
+$4.07M
|
+118,444
|
+2%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$164M
|
+$4.85M
|
+141,240
|
+3%
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$133M
|
+$13.4M
|
+390,808
|
+11%
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$133M
|
+$13.4M
|
+390,808
|
+11%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$103M
|
+$16.1M
|
+468,276
|
+19%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.5M
|
-$1.73M
|
-50,240
|
-2%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$90.4M
|
+$9.32M
|
+271,244
|
+12%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$76.9M
|
-$1.58M
|
-45,916
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$66.5M
|
+$903K
|
+26,284
|
+1%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$63.1M
|
-$2.56M
|
-74,420
|
-4%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$59.8M
|
+$44.1M
|
+1,283,280
|
+295%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.2M
|
+$7.88M
|
+229,372
|
+19%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$45.3M
|
+$5.2M
|
+151,328
|
+13%
|
|
|
24
|
Bank of New York Mellon
New York
|
$43.8M
|
-$1.27M
|
-36,848
|
-3%
|
|
|
25
|
Veritable
Wilmington,
Delaware
|
$41.7M
|
+$680K
|
+19,800
|
+2%
|
|
