|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.44B
|
+$107M
|
+2,579,644
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$799M
|
-$24.9M
|
-598,358
|
-3%
|
|
|
3
|
Auto-Owners Insurance
Lansing,
Michigan
|
$447M
|
+$524M
|
+12,584,952
|
+1,642%
|
|
|
4
|
|
$286M
|
+$22M
|
+527,879
|
+8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$168M
|
+$7.58M
|
+181,882
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$165M
|
-$18.7M
|
-449,367
|
-10%
|
|
|
7
|
BNP Paribas Financial Markets
Paris,
France
|
$151M
|
+$70.1M
|
+1,683,902
|
+87%
|
|
|
8
|
Phoenix Financial
Givatayim,
Israel
|
$148M
|
+$46.9M
|
+1,125,800
|
+47%
|
|
|
9
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$129M
|
+$1.75M
|
+41,912
|
+1%
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$67.9M
|
-$198K
|
-4,760
|
-0.3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$58.7M
|
+$9.87M
|
+236,904
|
+20%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$56.1M
|
+$28.7M
|
+688,484
|
+106%
|
|
|
13
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$52.9M
|
+$52.7M
|
+1,265,158
|
New
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$52.8M
|
+$490K
|
+11,762
|
+0.9%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$51.7M
|
+$47.2M
|
+1,132,302
|
+1,105%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$48.4M
|
-$4.09M
|
-98,258
|
-8%
|
|
|
17
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$48.1M
|
+$13.2K
|
+318
|
+0%
|
|
|
18
|
ALPS Advisors
Denver,
Colorado
|
$45.3M
|
+$7.6M
|
+182,551
|
+20%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.3M
|
-$1.13M
|
-27,124
|
-3%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$40.5M
|
+$7.63M
|
+183,147
|
+23%
|
|
|
21
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$40.2M
|
+$40M
|
+959,400
|
New
|
|
|
22
|
Congress Wealth Management
Boston,
Massachusetts
|
$39.3M
|
+$637K
|
+15,282
|
+2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.6M
|
+$1.07M
|
+25,669
|
+4%
|
|
|
24
|
Cornerstone Advisors
Asheville,
North Carolina
|
$28.8M
|
-$117K
|
-2,800
|
-0.4%
|
|
|
25
|
PGIM Custom Harvest
Newark,
New Jersey
|
$28.7M
|
+$3.28M
|
+78,711
|
+13%
|
|
