|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.6B
|
+$128M
|
+3,381,092
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.23B
|
+$29.7M
|
+787,220
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.11B
|
+$63.3M
|
+1,676,104
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$765M
|
+$56.7M
|
+1,503,028
|
+8%
|
|
|
5
|
|
$567M
|
-$48.2M
|
-1,276,632
|
-8%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$428M
|
+$15.6M
|
+412,840
|
+4%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$428M
|
-$10.8M
|
-284,912
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$407M
|
+$22.5M
|
+596,612
|
+6%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$300M
|
+$10.1M
|
+268,832
|
+4%
|
|
|
10
|
|
$274M
|
-$4M
|
-105,984
|
-1%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$261M
|
+$150K
|
+3,980
|
+0.1%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$156M
|
+$11.8M
|
+312,900
|
+8%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$149M
|
-$81M
|
-2,146,800
|
-36%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$142M
|
-$6.51M
|
-172,588
|
-5%
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$142M
|
-$6.51M
|
-172,588
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$137M
|
+$13.2M
|
+349,032
|
+11%
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$116M
|
+$1.51M
|
+40,104
|
+1%
|
|
|
18
|
AllianceBernstein
Nashville,
Tennessee
|
$113M
|
-$8.61M
|
-228,124
|
-7%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
-$415K
|
-10,988
|
-0.4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$88.9M
|
+$2.04M
|
+54,116
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$84.4M
|
+$5.63M
|
+149,268
|
+7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74.5M
|
+$5.56M
|
+147,416
|
+8%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$74.2M
|
+$2.54M
|
+67,372
|
+4%
|
|
|
24
|
Parametric Portfolio Associates
Seattle,
Washington
|
$72M
|
+$542K
|
+14,360
|
+0.8%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$59.2M
|
-$536K
|
-14,200
|
-0.9%
|
|
