|
1
|
Creative Planning
Overland Park,
Kansas
|
$430M
|
-$21.1M
|
-224,469
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$357M
|
+$26.9M
|
+285,517
|
+8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$350M
|
+$17.6M
|
+187,273
|
+5%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$295M
|
+$16.6M
|
+176,111
|
+6%
|
|
|
5
|
|
$241M
|
+$537K
|
+5,701
|
+0.2%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$129M
|
+$15.7M
|
+167,255
|
+14%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$110M
|
+$1.51M
|
+16,035
|
+1%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$108M
|
-$242K
|
-2,570
|
-0.2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$8.03M
|
+85,276
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$88.1M
|
+$1.49M
|
+15,840
|
+2%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$59.5M
|
+$129K
|
+1,367
|
+0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$57.3M
|
+$27.5M
|
+291,905
|
+89%
|
|
|
13
|
Ballentine Partners
Waltham,
Massachusetts
|
$40.7M
|
-$256K
|
-2,720
|
-0.6%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38.8M
|
+$503K
|
+5,342
|
+1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.8M
|
+$6.19M
|
+65,776
|
+20%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$34.3M
|
+$6.47M
|
+68,745
|
+23%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$31.5M
|
+$29.9M
|
+318,001
|
+1,717%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.4M
|
+$2.45M
|
+26,010
|
+9%
|
|
|
19
|
Madison Investment Holdings
Madison,
Wisconsin
|
$29.1M
|
+$156K
|
+1,662
|
+0.5%
|
|
|
20
|
|
$27.4M
|
–
|
–
|
–
|
|
|
21
|
|
$27.1M
|
+$785K
|
+8,343
|
+3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.8M
|
-$181K
|
-1,921
|
-0.7%
|
|
|
23
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$24.1M
|
+$1.28M
|
+13,590
|
+6%
|
|
|
24
|
Wealthfront
Palo Alto,
California
|
$20.9M
|
+$3.79M
|
+40,211
|
+22%
|
|
|
25
|
Heartwood Wealth Management
London,
United Kingdom
|
$18.2M
|
+$18.4M
|
+195,126
|
New
|
|
