|
1
|
Creative Planning
Overland Park,
Kansas
|
$480M
|
+$168K
|
+1,922
|
+0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$281M
|
+$10.6M
|
+121,702
|
+4%
|
|
|
3
|
|
$223M
|
+$7.67M
|
+87,751
|
+4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$145M
|
+$8.34M
|
+95,442
|
+6%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$92.5M
|
-$476K
|
-5,449
|
-0.5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$85M
|
-$643K
|
-7,366
|
-0.8%
|
|
|
7
|
Carlson Capital Management
Northfield,
Minnesota
|
$63.4M
|
-$711K
|
-8,144
|
-1%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$52.2M
|
-$8.05M
|
-92,123
|
-14%
|
|
|
9
|
|
$51.2M
|
+$1.76M
|
+20,146
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$49.8M
|
+$968K
|
+11,076
|
+2%
|
|
|
11
|
Ballentine Partners
Waltham,
Massachusetts
|
$40.3M
|
-$6.39M
|
-73,167
|
-14%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$40.3M
|
+$152K
|
+1,740
|
+0.4%
|
|
|
13
|
RiverFront Investment Group
Richmond,
Virginia
|
$34.8M
|
-$23.3M
|
-267,252
|
-41%
|
|
|
14
|
Bank of New York Mellon
New York
|
$33M
|
+$1.91M
|
+21,893
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
-$7.48M
|
-85,653
|
-19%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$30.7M
|
+$748K
|
+8,557
|
+3%
|
|
|
17
|
|
$26.3M
|
+$673K
|
+7,700
|
+3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$1.61M
|
+18,431
|
+7%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$19.2M
|
+$2.83M
|
+32,380
|
+18%
|
|
|
20
|
Managed Account Advisors
Jersey City,
New Jersey
|
$19M
|
+$182K
|
+2,083
|
+1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.7M
|
-$1.39M
|
-15,924
|
-8%
|
|
|
22
|
|
$16.5M
|
-$60.5K
|
-692
|
-0.4%
|
|
|
23
|
TIAA CREF Trust
St Louis,
Missouri
|
$16.4M
|
+$497K
|
+5,690
|
+3%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$15.8M
|
+$6.95M
|
+79,536
|
+83%
|
|
|
25
|
Lattice Strategies
Wayne,
Pennsylvania
|
$15.7M
|
-$696K
|
-7,968
|
-4%
|
|
