|
1
|
Creative Planning
Overland Park,
Kansas
|
$467M
|
+$64.6M
|
+1,228,734
|
+16%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$284M
|
+$281M
|
+5,356,180
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$154M
|
+$120M
|
+2,281,701
|
+365%
|
|
|
4
|
Curian Capital
Denver,
Colorado
|
$140M
|
-$8.46M
|
-161,046
|
-6%
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$99.7M
|
+$98.6M
|
+1,877,646
|
New
|
|
|
6
|
Managed Account Advisors
Jersey City,
New Jersey
|
$78.5M
|
+$74.7M
|
+1,422,471
|
+2,577%
|
|
|
7
|
|
$68.2M
|
+$67.4M
|
+1,283,857
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.6M
|
+$12M
|
+227,631
|
+23%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$61.5M
|
+$6.48M
|
+123,365
|
+12%
|
|
|
10
|
Choate Investment Advisors
Boston,
Massachusetts
|
$44.9M
|
-$3.32M
|
-63,181
|
-7%
|
|
|
11
|
Barclays
London,
United Kingdom
|
$44.3M
|
+$43.9M
|
+836,528
|
New
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$40.4M
|
-$5.26M
|
-100,180
|
-12%
|
|
|
13
|
|
$39M
|
+$8.09M
|
+153,979
|
+27%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$37.7M
|
+$1.29M
|
+24,560
|
+4%
|
|
|
15
|
Bank of New York Mellon
New York
|
$32.4M
|
+$603K
|
+11,474
|
+2%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$32M
|
+$31.7M
|
+602,451
|
New
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$29M
|
+$3.11M
|
+59,154
|
+12%
|
|
|
18
|
American Economic Planning Group
Warren,
New Jersey
|
$27.9M
|
-$328K
|
-6,242
|
-1%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$27M
|
+$292K
|
+5,566
|
+1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$23.2M
|
-$1.74M
|
-33,044
|
-7%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$22.2M
|
+$22M
|
+418,830
|
New
|
|
|
22
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$20.7M
|
-$11.6M
|
-220,176
|
-36%
|
|
|
23
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$19.4M
|
+$6.41M
|
+121,955
|
+50%
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$18.8M
|
-$88.9K
|
-1,693
|
-0.5%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
$18.1M
|
+$17.8M
|
+339,169
|
New
|
|
