|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$738M
|
+$181M
|
+1,718,670
|
+33%
|
|
|
2
|
Good Harbor Financial
Barrington,
Illinois
|
$540M
|
+$536M
|
+5,080,045
|
+43,430%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$471M
|
+$32M
|
+303,074
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$352M
|
+$350M
|
+3,318,949
|
New
|
|
|
5
|
Wealthcare Capital Management
Richmond,
Virginia
|
$319M
|
+$7.98M
|
+75,696
|
+3%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$261M
|
+$50.6M
|
+480,194
|
+24%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
+$85.9M
|
+814,447
|
+55%
|
|
|
8
|
|
$149M
|
-$32.6M
|
-308,891
|
-18%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
+$39.1M
|
+370,681
|
+47%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$123M
|
+$86.5M
|
+819,756
|
+242%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102M
|
+$65.4M
|
+620,557
|
+181%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$101M
|
-$6.46M
|
-61,279
|
-6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$90.1M
|
+$6.95M
|
+65,930
|
+8%
|
|
|
14
|
City National Bank
Beverly Hills,
Delaware
|
$53M
|
-$2.12M
|
-20,111
|
-4%
|
|
|
15
|
Euclid Advisors
Hartford,
Connecticut
|
$51.6M
|
-$11.2M
|
-106,610
|
-18%
|
|
|
16
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$49.7M
|
-$4.09M
|
-38,792
|
-8%
|
|
|
17
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$49M
|
-$48.7K
|
-462
|
Closed
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$47.5M
|
+$47.2M
|
+447,854
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47.2M
|
+$23.7M
|
+224,777
|
+102%
|
|
|
20
|
|
$45.2M
|
–
|
–
|
–
|
|
|
21
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$42.7M
|
+$42.5M
|
+402,774
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$39.4M
|
+$19.6M
|
+186,090
|
+100%
|
|
|
23
|
Placemark Investments
Chicago,
Illinois
|
$39.4M
|
+$33.4M
|
+316,749
|
+575%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$34.4M
|
-$805K
|
-7,636
|
-2%
|
|
|
25
|
Arrow Investment Advisors
Laurel,
Maryland
|
$34.4M
|
-$2.75M
|
-26,072
|
-7%
|
|
