|
1
|
Bank of America
Charlotte,
North Carolina
|
$343M
|
+$65.1M
|
+1,284,894
|
+23%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$192M
|
+$32M
|
+630,905
|
+20%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$155M
|
-$8.82M
|
-174,103
|
-5%
|
|
|
4
|
Windhaven Investment Management
Boston,
Massachusetts
|
$113M
|
-$4.04M
|
-79,785
|
-3%
|
|
|
5
|
|
$110M
|
+$26.3M
|
+518,884
|
+32%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
-$56.4M
|
-1,112,315
|
-35%
|
|
|
7
|
F-Squared Investment Management
Wellesley,
Massachusetts
|
$82.6M
|
+$62M
|
+1,223,918
|
+302%
|
|
|
8
|
|
$70.2M
|
-$952K
|
-18,797
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$64.6M
|
-$6.41M
|
-126,511
|
-9%
|
|
|
10
|
Efficient Market Advisors
San Diego,
California
|
$52.7M
|
+$9.31M
|
+183,837
|
+22%
|
|
|
11
|
Swiss Reinsurance
Zurich,
Switzerland
|
$50.7M
|
–
|
–
|
–
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.8M
|
+$3.68M
|
+72,673
|
+8%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$42.5M
|
+$42.4M
|
+837,161
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$40.5M
|
+$10.1M
|
+198,993
|
+33%
|
|
|
15
|
Simply Money Advisors
Cincinnati,
Ohio
|
$38.5M
|
+$807K
|
+15,929
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$36.8M
|
-$2.89M
|
-57,136
|
-7%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$36.5M
|
+$837K
|
+16,518
|
+2%
|
|
|
18
|
Capstone Asset Management
Houston,
Texas
|
$29.3M
|
+$29.2M
|
+577,000
|
New
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$27.7M
|
+$2.15M
|
+42,411
|
+8%
|
|
|
20
|
AFAM Capital
Austin,
Texas
|
$27.4M
|
-$7.49M
|
-147,841
|
-22%
|
|
|
21
|
Ronald Blue & Co
Roswell,
Georgia
|
$27.1M
|
+$26.2M
|
+517,104
|
+2,973%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$26.9M
|
+$2.34M
|
+46,278
|
+10%
|
|
|
23
|
Saba Capital Management
New York
|
$24.7M
|
+$24.7M
|
+487,915
|
New
|
|
|
24
|
|
$24.1M
|
-$1.1M
|
-21,767
|
-4%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$21.9M
|
-$261K
|
-5,153
|
-1%
|
|
