|
1
|
Mather Group
Chicago,
Illinois
|
$246M
|
+$51.4M
|
+1,913,910
|
+27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$794K
|
-29,556
|
-0.5%
|
|
|
3
|
|
$73.4M
|
-$25.5M
|
-948,194
|
-26%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.2M
|
-$4.38M
|
-162,982
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$52.5M
|
+$3.59M
|
+133,519
|
+7%
|
|
|
6
|
Angeles Investment Advisors
Santa Monica,
California
|
$35.4M
|
+$9.89M
|
+368,400
|
+40%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$33.4M
|
+$881K
|
+32,807
|
+3%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$30.9M
|
+$376K
|
+13,997
|
+1%
|
|
|
9
|
ESL Trust Services
Rochester,
New York
|
$30.5M
|
+$113K
|
+4,218
|
+0.4%
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$28.4M
|
+$1.24M
|
+46,231
|
+5%
|
|
|
11
|
|
$26.7M
|
+$13.2M
|
+492,025
|
+102%
|
|
|
12
|
|
$23.1M
|
+$6.47M
|
+240,954
|
+40%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$23M
|
-$999K
|
-37,199
|
-4%
|
|
|
14
|
Nomura Asset Management
Tokyo,
Japan
|
$22.7M
|
+$7.73M
|
+287,900
|
+53%
|
|
|
15
|
Ocean Park Asset Management
Santa Monica,
California
|
$21.9M
|
–
|
–
|
–
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18M
|
-$2.76M
|
-102,839
|
-14%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.5M
|
+$5.61M
|
+208,699
|
+53%
|
|
|
18
|
Procyon Advisors
Shelton,
Connecticut
|
$15.4M
|
+$307K
|
+11,417
|
+2%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$13.2M
|
+$627K
|
+23,360
|
+5%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$11.7M
|
+$1.14M
|
+42,327
|
+11%
|
|
|
21
|
Executive Wealth Management
Brighton,
Michigan
|
$8.86M
|
+$834K
|
+31,055
|
+11%
|
|
|
22
|
Country Trust Bank
Bloomington,
Illinois
|
$8.37M
|
–
|
–
|
–
|
|
|
23
|
Asset Allocation Strategies
Farmington,
Michigan
|
$8.23M
|
-$1.23M
|
-45,788
|
-13%
|
|
|
24
|
Breakwater Capital Group
Paramus,
New Jersey
|
$8.04M
|
+$596K
|
+22,196
|
+8%
|
|
|
25
|
Toews Corporation
Northfield,
New Jersey
|
$7.23M
|
–
|
–
|
–
|
|
