|
1
|
Creative Planning
Overland Park,
Kansas
|
$459M
|
+$4.02M
|
+47,636
|
+0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$258M
|
-$7.81M
|
-92,477
|
-3%
|
|
|
3
|
|
$205M
|
+$448K
|
+5,310
|
+0.2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$131M
|
+$12.7M
|
+149,805
|
+11%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$88.9M
|
-$1.43M
|
-16,937
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$81.9M
|
-$3.25M
|
-38,502
|
-4%
|
|
|
7
|
Carlson Capital Management
Northfield,
Minnesota
|
$61.2M
|
+$694K
|
+8,220
|
+1%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$57.8M
|
+$3.95M
|
+46,811
|
+7%
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$56.3M
|
+$1.25M
|
+14,832
|
+2%
|
|
|
10
|
|
$47.2M
|
+$2.18M
|
+25,802
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$46.6M
|
+$4.5M
|
+53,318
|
+11%
|
|
|
12
|
Ballentine Partners
Waltham,
Massachusetts
|
$44.8M
|
-$5.34M
|
-63,239
|
-11%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.3M
|
-$352K
|
-4,163
|
-0.9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.3M
|
-$650K
|
-7,696
|
-2%
|
|
|
15
|
Bank of New York Mellon
New York
|
$29.7M
|
+$2.37M
|
+28,099
|
+9%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28.6M
|
+$356K
|
+4,213
|
+1%
|
|
|
17
|
|
$24.5M
|
+$127K
|
+1,500
|
+0.5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.2M
|
-$990K
|
-11,726
|
-5%
|
|
|
19
|
Managed Account Advisors
Jersey City,
New Jersey
|
$18M
|
+$142K
|
+1,680
|
+0.8%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.3M
|
+$228K
|
+2,702
|
+1%
|
|
|
21
|
|
$15.8M
|
-$44.9K
|
-532
|
-0.3%
|
|
|
22
|
Lattice Strategies
Wayne,
Pennsylvania
|
$15.7M
|
-$603K
|
-7,145
|
-4%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$15.5M
|
+$6.38M
|
+75,487
|
+72%
|
|
|
24
|
TIAA CREF Trust
St Louis,
Missouri
|
$15.2M
|
+$74.7K
|
+884
|
+0.5%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.4M
|
+$949K
|
+11,239
|
+7%
|
|
