|
1
|
Mather Group
Chicago,
Illinois
|
$157M
|
+$8.88M
|
+352,212
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$79.8M
|
+$17.7M
|
+703,888
|
+28%
|
|
|
3
|
|
$45M
|
+$28.6M
|
+1,132,360
|
+166%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.3M
|
-$200M
|
-7,942,027
|
-84%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$35.3M
|
-$32.5M
|
-1,290,792
|
-48%
|
|
|
6
|
Nomura Asset Management
Tokyo,
Japan
|
$33.5M
|
+$593K
|
+23,500
|
+2%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$28.3M
|
+$35.2K
|
+1,396
|
+0.1%
|
|
|
8
|
Angeles Investment Advisors
Santa Monica,
California
|
$26.4M
|
+$26.9M
|
+1,065,781
|
New
|
|
|
9
|
|
$25.5M
|
-$16.6M
|
-657,240
|
-39%
|
|
|
10
|
ESL Trust Services
Rochester,
New York
|
$25.4M
|
+$522K
|
+20,711
|
+2%
|
|
|
11
|
Ocean Park Asset Management
Santa Monica,
California
|
$24.3M
|
+$24.7M
|
+981,500
|
New
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$21.1M
|
+$4.9M
|
+194,338
|
+30%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$20.1M
|
-$3.3M
|
-130,806
|
-14%
|
|
|
14
|
AllianceBernstein
Nashville,
Tennessee
|
$20M
|
-$25
|
-1
|
-0%
|
|
|
15
|
|
$18.3M
|
-$14.7M
|
-583,230
|
-44%
|
|
|
16
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$14.1M
|
+$13.7M
|
+543,852
|
+3,952%
|
|
|
17
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$10.1M
|
+$10.3M
|
+408,500
|
New
|
|
|
18
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.85M
|
+$397K
|
+15,758
|
+5%
|
|
|
19
|
Executive Wealth Management
Brighton,
Michigan
|
$7.61M
|
+$2.14M
|
+84,761
|
+38%
|
|
|
20
|
Country Trust Bank
Bloomington,
Illinois
|
$7.59M
|
–
|
–
|
–
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$7.51M
|
-$6.86M
|
-271,869
|
-47%
|
|
|
22
|
Asset Allocation Strategies
Farmington,
Michigan
|
$7.48M
|
+$483K
|
+19,164
|
+7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.43M
|
+$1.08M
|
+43,005
|
+17%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$7.35M
|
+$1.24M
|
+49,246
|
+20%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.94M
|
+$6.93M
|
+274,748
|
New
|
|
