|
1
|
Creative Planning
Overland Park,
Kansas
|
$448M
|
+$4.82M
|
+59,316
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$263M
|
+$69.5M
|
+854,774
|
+38%
|
|
|
3
|
|
$202M
|
-$3.96M
|
-48,757
|
-2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$116M
|
-$2.7M
|
-33,154
|
-2%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$89.1M
|
-$1.06M
|
-13,082
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$84M
|
-$2.63M
|
-32,302
|
-3%
|
|
|
7
|
Carlson Capital Management
Northfield,
Minnesota
|
$59.7M
|
+$891K
|
+10,955
|
+2%
|
|
|
8
|
RiverFront Investment Group
Richmond,
Virginia
|
$54.2M
|
+$587K
|
+7,214
|
+1%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$53M
|
+$3.07M
|
+37,701
|
+6%
|
|
|
10
|
Ballentine Partners
Waltham,
Massachusetts
|
$49.6M
|
-$826K
|
-10,155
|
-2%
|
|
|
11
|
|
$44.4M
|
+$3.3M
|
+40,643
|
+8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$41.4M
|
+$4.14M
|
+50,926
|
+12%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.4M
|
+$589K
|
+7,245
|
+2%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.1M
|
-$334K
|
-4,105
|
-0.9%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$27.8M
|
+$2.08M
|
+25,604
|
+8%
|
|
|
16
|
Bank of New York Mellon
New York
|
$26.9M
|
+$417K
|
+5,130
|
+2%
|
|
|
17
|
|
$24M
|
+$896K
|
+11,020
|
+4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.9M
|
+$393K
|
+4,837
|
+2%
|
|
|
19
|
Managed Account Advisors
Jersey City,
New Jersey
|
$17.6M
|
-$648K
|
-7,967
|
-4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.8M
|
-$982K
|
-12,078
|
-6%
|
|
|
21
|
Lattice Strategies
Wayne,
Pennsylvania
|
$16M
|
-$3.87M
|
-47,648
|
-20%
|
|
|
22
|
|
$15.6M
|
-$75.8K
|
-932
|
-0.5%
|
|
|
23
|
TIAA CREF Trust
St Louis,
Missouri
|
$14.9M
|
+$683K
|
+8,401
|
+5%
|
|
|
24
|
JMG Financial Group
Downers Grove,
Illinois
|
$14.6M
|
-$452K
|
-5,553
|
-3%
|
|
|
25
|
|
$13.6M
|
+$45.5K
|
+560
|
+0.4%
|
|
