|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$125M
|
+$5.12M
|
+167,653
|
+4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$104M
|
+$16.4M
|
+537,760
|
+19%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$87.2M
|
-$11.1M
|
-364,127
|
-11%
|
|
|
4
|
Model Capital Management
Wellesley,
Massachusetts
|
$78.9M
|
+$78.8M
|
+2,580,461
|
New
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$76.8M
|
+$5.61M
|
+183,537
|
+8%
|
|
|
6
|
|
$61.3M
|
+$5.6M
|
+183,313
|
+10%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$58.9M
|
-$1.27M
|
-41,698
|
-2%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$58.2M
|
+$1.03M
|
+33,710
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$57.2M
|
-$356K
|
-11,651
|
-0.6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$53.3M
|
+$1.82M
|
+59,617
|
+4%
|
|
|
11
|
MCF Advisors
Covington,
Kentucky
|
$49.5M
|
-$6.92M
|
-226,370
|
-12%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$48.1M
|
-$18.9M
|
-619,778
|
-28%
|
|
|
13
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$27.2M
|
+$990K
|
+32,399
|
+4%
|
|
|
14
|
Capital One Financial
Mclean,
Virginia
|
$25.2M
|
+$10.1M
|
+331,410
|
+67%
|
|
|
15
|
|
$22.9M
|
+$808K
|
+26,441
|
+4%
|
|
|
16
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$22.7M
|
+$7.83M
|
+256,421
|
+53%
|
|
|
17
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$20.6M
|
+$561K
|
+18,350
|
+3%
|
|
|
18
|
IndexIQ Advisors
New York
|
$19.9M
|
+$14.4M
|
+472,893
|
+265%
|
|
|
19
|
Astor Investment Management
Chicago,
Illinois
|
$19.4M
|
-$2.71M
|
-88,768
|
-12%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
+$95.7K
|
+3,132
|
+0.5%
|
|
|
21
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$18.4M
|
+$2.73M
|
+89,347
|
+17%
|
|
|
22
|
State Street
Boston,
Massachusetts
|
$17.2M
|
+$11.8M
|
+386,539
|
+218%
|
|
|
23
|
Cantor Fitzgerald Investment Advisors
New York
|
$17.2M
|
-$42.7K
|
-1,396
|
-0.2%
|
|
|
24
|
WESCAP Management Group
Glendale,
California
|
$17M
|
+$2.23M
|
+72,938
|
+15%
|
|
|
25
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$15.9M
|
+$699K
|
+22,875
|
+5%
|
|
