|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.26B
|
+$88.4M
|
+2,502,528
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.07B
|
+$47.8M
|
+1,353,504
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$809M
|
+$42.5M
|
+1,203,960
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$637M
|
+$27.7M
|
+785,060
|
+5%
|
|
|
5
|
|
$544M
|
+$25.3M
|
+715,352
|
+5%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$403M
|
+$19.2M
|
+544,332
|
+5%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$360M
|
+$16.1M
|
+456,520
|
+5%
|
|
|
8
|
|
$352M
|
-$656M
|
-18,577,040
|
-65%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$330M
|
+$52.2M
|
+1,478,556
|
+19%
|
|
|
10
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$312M
|
-$9.74M
|
-275,728
|
-3%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$262M
|
+$259M
|
+7,340,932
|
New
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$237M
|
+$235M
|
+6,645,720
|
New
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$232M
|
+$63.8M
|
+1,804,948
|
+38%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$137M
|
–
|
–
|
–
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$137M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$113M
|
+$98.1M
|
+2,776,980
|
+680%
|
|
|
17
|
AllianceBernstein
Nashville,
Tennessee
|
$113M
|
+$87.9M
|
+2,488,148
|
+372%
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
$110M
|
+$4.33M
|
+122,544
|
+4%
|
|
|
19
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$106M
|
+$13.2M
|
+374,396
|
+14%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$99M
|
+$287K
|
+8,120
|
+0.3%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78.2M
|
-$542K
|
-15,332
|
-0.7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$71.3M
|
+$3.23M
|
+91,448
|
+5%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$63.8M
|
+$2.52M
|
+71,192
|
+4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.7M
|
+$7.25M
|
+205,064
|
+14%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$57.4M
|
-$7.18M
|
-203,152
|
-11%
|
|
