|
1
|
Creative Planning
Overland Park,
Kansas
|
$444M
|
-$20.6M
|
-212,673
|
-4%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$333M
|
+$169M
|
+1,743,175
|
+98%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$304M
|
-$6.18M
|
-63,788
|
-2%
|
|
|
4
|
|
$242M
|
-$8.51M
|
-87,900
|
-3%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$108M
|
+$3.91M
|
+40,383
|
+4%
|
|
|
6
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$104M
|
+$8.49M
|
+87,666
|
+9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$90.5M
|
-$207K
|
-2,140
|
-0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$88M
|
+$16.8M
|
+173,225
|
+23%
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$85.1M
|
+$28.9M
|
+298,574
|
+50%
|
|
|
10
|
Carlson Capital Management
Northfield,
Minnesota
|
$59.4M
|
-$991K
|
-10,231
|
-2%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$42.2M
|
+$3.52M
|
+36,310
|
+9%
|
|
|
12
|
Ballentine Partners
Waltham,
Massachusetts
|
$41.5M
|
-$355K
|
-3,671
|
-0.8%
|
|
|
13
|
Bank of New York Mellon
New York
|
$35.3M
|
-$3.06M
|
-31,643
|
-8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$34M
|
-$1.62M
|
-16,746
|
-4%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.3M
|
-$1.37M
|
-14,196
|
-4%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32M
|
+$6.04M
|
+62,401
|
+23%
|
|
|
17
|
Madison Investment Holdings
Madison,
Wisconsin
|
$29.7M
|
-$3.27M
|
-33,800
|
-10%
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$28.8M
|
+$1.82M
|
+18,753
|
+7%
|
|
|
19
|
|
$27.8M
|
–
|
–
|
–
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$26.7M
|
+$3.06M
|
+31,566
|
+13%
|
|
|
21
|
|
$26.7M
|
+$11.4K
|
+118
|
+0%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.6M
|
+$149K
|
+1,536
|
+0.6%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
-$319K
|
-3,293
|
-1%
|
|
|
24
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$20.8M
|
+$1.5M
|
+15,460
|
+8%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$17.9M
|
+$5.01M
|
+51,733
|
+38%
|
|
