|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.68B
|
-$44.2M
|
-1,125,828
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.33B
|
+$32.3M
|
+822,600
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.25B
|
+$52.1M
|
+1,326,480
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$685M
|
-$17.9M
|
-457,140
|
-3%
|
|
|
5
|
|
$627M
|
+$40.6M
|
+1,035,472
|
+7%
|
|
|
6
|
|
$588M
|
+$218M
|
+5,564,584
|
+60%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$474M
|
+$25K
|
+636
|
+0%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$466M
|
+$13.3M
|
+338,928
|
+3%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$446M
|
+$7.05M
|
+179,652
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$418M
|
+$19.1M
|
+487,692
|
+5%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$323M
|
+$9.35M
|
+238,264
|
+3%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$259M
|
-$5.49M
|
-139,784
|
-2%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$167M
|
+$3.43M
|
+87,352
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$156M
|
+$4.48M
|
+114,044
|
+3%
|
|
|
15
|
Catalyst Capital Advisors
Huntington,
New York
|
$153M
|
–
|
–
|
–
|
|
|
16
|
Millburn Ridgefield Corp
New York
|
$153M
|
–
|
–
|
–
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$137M
|
+$15.6M
|
+398,012
|
+13%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
-$4.13M
|
-105,276
|
-4%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$98.4M
|
-$48.3M
|
-1,229,960
|
-33%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$96.1M
|
+$90.1M
|
+2,294,344
|
+1,588%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$96M
|
+$2.51M
|
+63,916
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.5M
|
+$4.35M
|
+110,912
|
+5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89.2M
|
+$5.57M
|
+141,800
|
+7%
|
|
|
24
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$84.2M
|
+$31M
|
+790,180
|
+59%
|
|
|
25
|
Bank of New York Mellon
New York
|
$73.8M
|
+$4.33M
|
+110,240
|
+6%
|
|
