|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.7B
|
-$48.4M
|
-1,185,408
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.42B
|
+$32.2M
|
+789,532
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.33B
|
+$23.6M
|
+578,952
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$877M
|
+$163M
|
+3,988,328
|
+23%
|
|
|
5
|
|
$739M
|
+$126M
|
+3,084,160
|
+21%
|
|
|
6
|
|
$668M
|
+$15.2M
|
+372,752
|
+2%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$556M
|
+$69.6M
|
+1,705,804
|
+14%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$494M
|
-$225K
|
-5,520
|
-0%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$490M
|
+$21.3M
|
+521,524
|
+5%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$472M
|
+$6.92M
|
+169,484
|
+1%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$339M
|
+$2.11M
|
+51,764
|
+0.6%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$270M
|
-$287K
|
-7,032
|
-0.1%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$171M
|
-$3.33M
|
-81,560
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$168M
|
+$5.81M
|
+142,492
|
+4%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$160M
|
+$18M
|
+441,764
|
+13%
|
|
|
16
|
Catalyst Capital Advisors
Huntington,
New York
|
$138M
|
-$21.2M
|
-519,628
|
-13%
|
|
|
17
|
Millburn Ridgefield Corp
New York
|
$138M
|
-$21.2M
|
-519,628
|
-13%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$103M
|
+$6.46M
|
+158,412
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101M
|
+$7.76M
|
+190,128
|
+8%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$100M
|
+$333K
|
+8,160
|
+0.3%
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$98.7M
|
+$10.9M
|
+268,248
|
+13%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.5M
|
-$7.91M
|
-193,796
|
-7%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$97.7M
|
-$2.42M
|
-59,292
|
-2%
|
|
|
24
|
Bank of New York Mellon
New York
|
$83.6M
|
+$6.74M
|
+165,108
|
+9%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$69.3M
|
-$33M
|
-808,000
|
-32%
|
|
