|
1
|
Creative Planning
Overland Park,
Kansas
|
$480M
|
-$15M
|
-162,292
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$304M
|
+$6.83M
|
+74,073
|
+2%
|
|
|
3
|
|
$272M
|
+$35M
|
+378,946
|
+15%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$166M
|
+$5.49M
|
+59,478
|
+3%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$100M
|
+$2.86M
|
+31,002
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$88M
|
+$220K
|
+2,387
|
+0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$64.9M
|
+$63.5M
|
+687,942
|
New
|
|
|
8
|
Carlson Capital Management
Northfield,
Minnesota
|
$61.8M
|
-$2.87M
|
-31,104
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$45.5M
|
-$5.83M
|
-63,213
|
-12%
|
|
|
10
|
Ballentine Partners
Waltham,
Massachusetts
|
$41.7M
|
-$398K
|
-4,314
|
-1%
|
|
|
11
|
Madison Investment Holdings
Madison,
Wisconsin
|
$39.2M
|
-$14.7M
|
-158,946
|
-28%
|
|
|
12
|
Bank of New York Mellon
New York
|
$36.6M
|
+$678K
|
+7,350
|
+2%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.2M
|
+$754K
|
+8,166
|
+2%
|
|
|
14
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$31.3M
|
+$5.43M
|
+58,841
|
+22%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.2M
|
-$6.37M
|
-69,022
|
-19%
|
|
|
16
|
|
$27.7M
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.7M
|
+$1.04M
|
+11,239
|
+4%
|
|
|
18
|
|
$25.8M
|
+$527K
|
+5,716
|
+2%
|
|
|
19
|
RiverFront Investment Group
Richmond,
Virginia
|
$25.6M
|
-$14.8M
|
-160,401
|
-37%
|
|
|
20
|
Managed Account Advisors
Jersey City,
New Jersey
|
$21.8M
|
+$1.32M
|
+14,267
|
+7%
|
|
|
21
|
Coldstream Capital Management
Bellevue,
Washington
|
$20.9M
|
+$2.44M
|
+26,496
|
+14%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.6M
|
+$1.27M
|
+13,789
|
+7%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.3M
|
+$346K
|
+3,745
|
+2%
|
|
|
24
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$17.6M
|
+$1.59M
|
+17,189
|
+10%
|
|
|
25
|
TIAA CREF Trust
St Louis,
Missouri
|
$17.3M
|
-$5.08K
|
-55
|
-0%
|
|
