|
1
|
Creative Planning
Overland Park,
Kansas
|
$475M
|
-$7.53M
|
-82,912
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$284M
|
+$1.4M
|
+15,415
|
+0.5%
|
|
|
3
|
|
$226M
|
+$2.57M
|
+28,264
|
+1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$154M
|
+$7.97M
|
+87,660
|
+5%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$93.1M
|
+$119K
|
+1,307
|
+0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$84.1M
|
-$1.37M
|
-15,086
|
-2%
|
|
|
7
|
Carlson Capital Management
Northfield,
Minnesota
|
$62M
|
-$1.65M
|
-18,128
|
-3%
|
|
|
8
|
|
$52.8M
|
+$1.3M
|
+14,342
|
+3%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$51.9M
|
-$543K
|
-5,973
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$48.7M
|
-$637K
|
-7,011
|
-1%
|
|
|
11
|
Ballentine Partners
Waltham,
Massachusetts
|
$40.4M
|
-$148K
|
-1,625
|
-0.4%
|
|
|
12
|
RiverFront Investment Group
Richmond,
Virginia
|
$39M
|
+$4.04M
|
+44,467
|
+11%
|
|
|
13
|
Bank of New York Mellon
New York
|
$34.5M
|
+$1.26M
|
+13,908
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.3M
|
+$704K
|
+7,748
|
+2%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$31.1M
|
+$271K
|
+2,987
|
+0.9%
|
|
|
16
|
|
$26.5M
|
+$109K
|
+1,200
|
+0.4%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$24.7M
|
+$5.43M
|
+59,777
|
+28%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.6M
|
+$644K
|
+7,084
|
+3%
|
|
|
19
|
|
$24.2M
|
+$17.2M
|
+188,898
|
+240%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.1M
|
-$20.5M
|
-225,719
|
-50%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$19.6M
|
+$466K
|
+5,132
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.2M
|
+$1.44M
|
+15,837
|
+9%
|
|
|
23
|
Coldstream Capital Management
Bellevue,
Washington
|
$17.6M
|
+$1.69M
|
+18,609
|
+11%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.6M
|
+$3.25M
|
+35,809
|
+23%
|
|
|
25
|
TIAA CREF Trust
St Louis,
Missouri
|
$16.6M
|
+$99.2K
|
+1,092
|
+0.6%
|
|
