|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.4B
|
+$96.3M
|
+2,669,184
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.14B
|
+$40.8M
|
+1,132,360
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$989M
|
+$152M
|
+4,206,512
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$672M
|
+$14.1M
|
+392,208
|
+2%
|
|
|
5
|
|
$586M
|
+$24M
|
+665,004
|
+4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$417M
|
+$1.53M
|
+42,372
|
+0.4%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$392M
|
+$19.7M
|
+545,112
|
+5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$361M
|
+$21.3M
|
+591,676
|
+6%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$275M
|
+$4.89M
|
+135,556
|
+2%
|
|
|
10
|
|
$263M
|
-$96.7M
|
-2,679,956
|
-27%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$247M
|
+$3.09M
|
+85,656
|
+1%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$220M
|
-$18.8M
|
-520,080
|
-8%
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$141M
|
–
|
–
|
–
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$141M
|
–
|
–
|
–
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$137M
|
+$27.3M
|
+756,844
|
+25%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$117M
|
-$154K
|
-4,280
|
-0.1%
|
|
|
17
|
AllianceBernstein
Nashville,
Tennessee
|
$116M
|
-$517K
|
-14,324
|
-0.5%
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
$108M
|
-$5.09M
|
-141,060
|
-5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$104M
|
+$1.48M
|
+40,980
|
+1%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$90.2M
|
+$83.2M
|
+2,306,124
|
+1,554%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$82.4M
|
+$1.73M
|
+47,944
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$74.7M
|
+$1.13M
|
+31,332
|
+2%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$68M
|
+$2.15M
|
+59,672
|
+3%
|
|
|
24
|
Parametric Portfolio Associates
Seattle,
Washington
|
$67.8M
|
+$24.7M
|
+686,104
|
+59%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.3M
|
+$4.7M
|
+130,252
|
+8%
|
|
