|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.3B
|
+$120M
|
+2,780,353
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$801M
|
-$18.3M
|
-421,836
|
-2%
|
|
|
3
|
|
$256M
|
-$29.7M
|
-686,392
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$179M
|
+$2.31M
|
+53,429
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$156M
|
+$101M
|
+2,338,552
|
+155%
|
|
|
6
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$124M
|
+$2.7M
|
+62,304
|
+2%
|
|
|
7
|
Phoenix Financial
Givatayim,
Israel
|
$97.9M
|
–
|
–
|
–
|
|
|
8
|
BNP Paribas Financial Markets
Paris,
France
|
$78.4M
|
-$83.6M
|
-1,932,925
|
-50%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$67.2M
|
-$36.3M
|
-838,874
|
-34%
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$66.2M
|
-$56.3M
|
-1,301,806
|
-44%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$51M
|
+$54.3M
|
+1,254,353
|
New
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$50.8M
|
+$148K
|
+3,421
|
+0.3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$47.4M
|
+$810K
|
+18,719
|
+2%
|
|
|
14
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$46.8M
|
-$11.3M
|
-261,061
|
-19%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.2M
|
-$66.8M
|
-1,543,753
|
-60%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$37.5M
|
-$737K
|
-17,035
|
-2%
|
|
|
17
|
ALPS Advisors
Denver,
Colorado
|
$36.6M
|
+$4.69M
|
+108,349
|
+14%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$32.1M
|
-$796K
|
-18,405
|
-2%
|
|
|
19
|
Auto-Owners Insurance
Lansing,
Michigan
|
$31.2M
|
+$7.9M
|
+182,517
|
+31%
|
|
|
20
|
|
$28.8M
|
-$1.48M
|
-34,300
|
-5%
|
|
|
21
|
Cornerstone Advisors
Asheville,
North Carolina
|
$28.1M
|
-$4.11M
|
-95,000
|
-12%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.7M
|
-$2.16M
|
-49,825
|
-7%
|
|
|
23
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$26.8M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$26.5M
|
-$15.2M
|
-350,537
|
-35%
|
|
|
25
|
Money Design
Tokyo,
Japan
|
$25.6M
|
-$147K
|
-3,397
|
-0.5%
|
|
