|
1
|
Mather Group
Chicago,
Illinois
|
$256M
|
+$15.6M
|
+575,494
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
+$201K
|
+7,438
|
+0.1%
|
|
|
3
|
|
$69.9M
|
-$1.88M
|
-69,567
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.6M
|
-$3.18M
|
-117,499
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$53M
|
+$1.71M
|
+63,287
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$42.5M
|
+$10.1M
|
+372,688
|
+31%
|
|
|
7
|
Nomura Asset Management
Tokyo,
Japan
|
$38M
|
+$15.9M
|
+589,100
|
+71%
|
|
|
8
|
Angeles Investment Advisors
Santa Monica,
California
|
$34.6M
|
–
|
–
|
–
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$32.6M
|
+$2.11M
|
+77,996
|
+7%
|
|
|
10
|
|
$31.8M
|
+$5.82M
|
+215,394
|
+22%
|
|
|
11
|
ESL Trust Services
Rochester,
New York
|
$29.8M
|
+$10.4K
|
+385
|
+0%
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$27.8M
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
+$3.77M
|
+139,307
|
+17%
|
|
|
14
|
|
$21.7M
|
-$879K
|
-32,529
|
-4%
|
|
|
15
|
Ocean Park Asset Management
Santa Monica,
California
|
$21.4M
|
–
|
–
|
–
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.7M
|
+$4.63M
|
+171,167
|
+28%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$16.1M
|
+$4.72M
|
+174,417
|
+41%
|
|
|
18
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$15.6M
|
+$15.8M
|
+583,680
|
New
|
|
|
19
|
Procyon Advisors
Shelton,
Connecticut
|
$14.1M
|
-$963K
|
-35,620
|
-6%
|
|
|
20
|
Novem Group
Rochester,
New York
|
$13.1M
|
+$13.3M
|
+490,710
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13M
|
-$4.67M
|
-172,588
|
-26%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$12.8M
|
-$157K
|
-5,799
|
-1%
|
|
|
23
|
Executive Wealth Management
Brighton,
Michigan
|
$9.05M
|
+$400K
|
+14,796
|
+5%
|
|
|
24
|
Breakwater Capital Group
Paramus,
New Jersey
|
$8.54M
|
+$693K
|
+25,645
|
+9%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.24M
|
+$3.07M
|
+113,673
|
+58%
|
|
