|
1
|
Creative Planning
Overland Park,
Kansas
|
$466M
|
-$18.7M
|
-197,013
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$311M
|
+$5.2M
|
+54,798
|
+2%
|
|
|
3
|
|
$251M
|
-$22.7M
|
-238,904
|
-8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$169M
|
+$826K
|
+8,704
|
+0.5%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$105M
|
+$4.13M
|
+43,518
|
+4%
|
|
|
6
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$96M
|
+$95.7M
|
+1,008,049
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$91.1M
|
+$2.34M
|
+24,666
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$71.8M
|
+$6.3M
|
+66,377
|
+10%
|
|
|
9
|
Carlson Capital Management
Northfield,
Minnesota
|
$60.7M
|
-$1.66M
|
-17,478
|
-3%
|
|
|
10
|
Vanguard Group
Malvern,
Pennsylvania
|
$57M
|
+$40.6M
|
+427,602
|
+250%
|
|
|
11
|
Ballentine Partners
Waltham,
Massachusetts
|
$42M
|
-$70.3K
|
-740
|
-0.2%
|
|
|
12
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$38.9M
|
+$7.29M
|
+76,768
|
+23%
|
|
|
13
|
Bank of New York Mellon
New York
|
$38.5M
|
+$1.53M
|
+16,150
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$35.5M
|
-$10.3M
|
-108,379
|
-22%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.8M
|
+$1.29M
|
+13,621
|
+4%
|
|
|
16
|
Madison Investment Holdings
Madison,
Wisconsin
|
$33.1M
|
-$6.43M
|
-67,756
|
-16%
|
|
|
17
|
|
$27.9M
|
–
|
–
|
–
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$27.1M
|
+$5.15M
|
+54,244
|
+24%
|
|
|
19
|
|
$26.8M
|
+$743K
|
+7,824
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.5M
|
-$399K
|
-4,202
|
-1%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
-$2.16M
|
-22,712
|
-8%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.2M
|
+$6.41M
|
+67,533
|
+32%
|
|
|
23
|
Coldstream Capital Management
Bellevue,
Washington
|
$23.8M
|
+$2.72M
|
+28,669
|
+13%
|
|
|
24
|
RiverFront Investment Group
Richmond,
Virginia
|
$21.4M
|
-$4.35M
|
-45,767
|
-17%
|
|
|
25
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$19.4M
|
+$1.58M
|
+16,668
|
+9%
|
|
