|
1
|
Creative Planning
Overland Park,
Kansas
|
$404M
|
+$28.1M
|
+365,682
|
+8%
|
|
|
2
|
|
$188M
|
+$2.43M
|
+31,589
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
+$21.3M
|
+277,348
|
+14%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$109M
|
+$2.8M
|
+36,431
|
+3%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$82.2M
|
-$829K
|
-10,783
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$79.1M
|
-$3.11M
|
-40,414
|
-4%
|
|
|
7
|
Carlson Capital Management
Northfield,
Minnesota
|
$53.6M
|
+$1.05M
|
+13,685
|
+2%
|
|
|
8
|
RiverFront Investment Group
Richmond,
Virginia
|
$48.9M
|
-$4.27M
|
-55,494
|
-8%
|
|
|
9
|
Ballentine Partners
Waltham,
Massachusetts
|
$46M
|
-$97.8K
|
-1,272
|
-0.2%
|
|
|
10
|
Madison Investment Holdings
Madison,
Wisconsin
|
$45.5M
|
+$686K
|
+8,915
|
+2%
|
|
|
11
|
|
$37.3M
|
-$5.48M
|
-71,254
|
-13%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.1M
|
-$448K
|
-5,831
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.5M
|
+$1.58M
|
+20,547
|
+5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$34.4M
|
+$6.6M
|
+85,843
|
+24%
|
|
|
15
|
Bank of New York Mellon
New York
|
$24.1M
|
-$797K
|
-10,362
|
-3%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23.4M
|
+$1.08M
|
+14,086
|
+5%
|
|
|
17
|
|
$21M
|
+$17.8M
|
+230,957
|
+566%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.6M
|
+$2.77K
|
+36
|
+0%
|
|
|
19
|
Lattice Strategies
Wayne,
Pennsylvania
|
$18.3M
|
+$1.25M
|
+16,196
|
+7%
|
|
|
20
|
Managed Account Advisors
Jersey City,
New Jersey
|
$16.6M
|
-$4.21M
|
-54,729
|
-20%
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$16.5M
|
-$1.78M
|
-23,188
|
-10%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.3M
|
+$3.56M
|
+46,301
|
+28%
|
|
|
23
|
|
$14.3M
|
-$138K
|
-1,800
|
-1%
|
|
|
24
|
JMG Financial Group
Downers Grove,
Illinois
|
$13.7M
|
-$275K
|
-3,572
|
-2%
|
|
|
25
|
TIAA CREF Trust
St Louis,
Missouri
|
$12.9M
|
-$78.9K
|
-1,026
|
-0.6%
|
|
