|
1
|
Creative Planning
Overland Park,
Kansas
|
$966M
|
+$177M
|
+4,553,523
|
+23%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$744M
|
+$331M
|
+8,501,748
|
+82%
|
|
|
3
|
|
$205M
|
-$190M
|
-4,885,890
|
-48%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$144M
|
+$3.32M
|
+85,465
|
+2%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$115M
|
–
|
–
|
–
|
|
|
6
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$113M
|
+$8.12M
|
+208,762
|
+8%
|
|
|
7
|
Phoenix Financial
Givatayim,
Israel
|
$98.4M
|
+$35.1M
|
+903,358
|
+57%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$78.5M
|
+$30.3M
|
+778,015
|
+64%
|
|
|
9
|
BNP Paribas Financial Markets
Paris,
France
|
$75M
|
+$39M
|
+1,002,706
|
+112%
|
|
|
10
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$69M
|
-$13.6M
|
-350,600
|
-17%
|
|
|
11
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$55.3M
|
-$159M
|
-4,100,000
|
-75%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$43M
|
+$18.1M
|
+465,161
|
+75%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$42.6M
|
-$23.5M
|
-603,086
|
-36%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$39.9M
|
-$2.35M
|
-60,330
|
-6%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$39.8M
|
+$1.33M
|
+34,142
|
+4%
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$37.8M
|
-$8.1M
|
-208,322
|
-18%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$37.2M
|
+$36.6M
|
+941,263
|
New
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$31.6M
|
+$23.7M
|
+608,942
|
+318%
|
|
|
19
|
ALPS Advisors
Denver,
Colorado
|
$30.2M
|
-$639K
|
-16,427
|
-2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.1M
|
+$570K
|
+14,652
|
+2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.4M
|
+$22.5M
|
+578,545
|
+645%
|
|
|
22
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$26.1M
|
–
|
–
|
–
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$25.7M
|
-$1.49M
|
-38,237
|
-6%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$25.7M
|
+$245K
|
+6,290
|
+1%
|
|
|
25
|
Stadion Money Management
Watkinsville,
Georgia
|
$24.7M
|
+$828K
|
+21,300
|
+4%
|
|
