|
1
|
Creative Planning
Overland Park,
Kansas
|
$426M
|
-$6.18M
|
-69,314
|
-2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$361M
|
+$9.33M
|
+104,673
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$355M
|
-$3.2M
|
-35,928
|
-0.9%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$299M
|
+$3.96M
|
+44,390
|
+1%
|
|
|
5
|
|
$238M
|
-$4.93M
|
-55,243
|
-2%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$154M
|
+$22.9M
|
+256,422
|
+19%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$109M
|
+$1.05M
|
+11,829
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$99.1M
|
-$4.12M
|
-46,256
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$98M
|
+$8.94M
|
+100,260
|
+11%
|
|
|
10
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$94.5M
|
-$15.2M
|
-170,983
|
-15%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$60.5M
|
+$676K
|
+7,580
|
+1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$58.4M
|
+$504K
|
+5,656
|
+0.9%
|
|
|
13
|
Ballentine Partners
Waltham,
Massachusetts
|
$42M
|
+$1.08M
|
+12,132
|
+3%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$41.9M
|
+$7.06M
|
+79,199
|
+22%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.8M
|
+$27.6M
|
+309,418
|
+271%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38.1M
|
-$851K
|
-9,547
|
-2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.5M
|
+$500K
|
+5,608
|
+1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.8M
|
+$184K
|
+2,069
|
+0.7%
|
|
|
19
|
|
$29.5M
|
+$1.86M
|
+20,900
|
+7%
|
|
|
20
|
Madison Investment Holdings
Madison,
Wisconsin
|
$28.6M
|
-$635K
|
-7,125
|
-2%
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
$25.4M
|
+$24.1M
|
+270,237
|
New
|
|
|
22
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$24.8M
|
+$1.99M
|
+22,367
|
+9%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
-$2.55M
|
-28,603
|
-11%
|
|
|
24
|
Verus Financial Partners
Richmond,
Virginia
|
$21.4M
|
+$3.49M
|
+39,091
|
+21%
|
|
|
25
|
Simmons Bank
Pine Bluff,
Arkansas
|
$19.4M
|
+$18.4M
|
+206,373
|
New
|
|
