|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.05B
|
+$111M
|
+2,953,217
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$734M
|
+$10.5M
|
+279,712
|
+1%
|
|
|
3
|
|
$222M
|
+$22.2M
|
+589,238
|
+11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$121M
|
-$19.5M
|
-517,093
|
-14%
|
|
|
5
|
BNP Paribas Financial Markets
Paris,
France
|
$115M
|
+$41.2M
|
+1,094,685
|
+58%
|
|
|
6
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$113M
|
+$3.31M
|
+87,763
|
+3%
|
|
|
7
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$112M
|
+$67.6K
|
+1,794
|
+0.1%
|
|
|
8
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$95.3M
|
+$40.7M
|
+1,080,790
|
+77%
|
|
|
9
|
Phoenix Financial
Givatayim,
Israel
|
$91.6M
|
-$3.9M
|
-103,534
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$71.8M
|
-$4.39M
|
-116,450
|
-6%
|
|
|
11
|
Meitav Investment House
Bene-Beraq,
Israel
|
$68.9M
|
+$45.2M
|
+1,200,000
|
+202%
|
|
|
12
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$67M
|
–
|
–
|
–
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$44M
|
+$2.62M
|
+69,541
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$41.1M
|
+$2.22M
|
+59,054
|
+6%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$39.7M
|
+$1.07M
|
+28,374
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$38M
|
-$3.75M
|
-99,532
|
-9%
|
|
|
17
|
ALPS Advisors
Denver,
Colorado
|
$32M
|
+$2.57M
|
+68,159
|
+9%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.5M
|
-$716K
|
-19,007
|
-2%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$28.2M
|
-$2.52M
|
-66,969
|
-8%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.9M
|
+$2.2M
|
+58,404
|
+9%
|
|
|
21
|
Money Design
Tokyo,
Japan
|
$25.7M
|
+$685K
|
+18,198
|
+3%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$25.4M
|
+$448K
|
+11,899
|
+2%
|
|
|
23
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$25.3M
|
–
|
–
|
–
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$24.4M
|
-$12.1M
|
-321,235
|
-34%
|
|
|
25
|
|
$23.1M
|
+$1.38M
|
+36,524
|
+6%
|
|
