|
1
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
+$33.2M
|
+709,510
|
+20%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$160M
|
+$12.1M
|
+259,148
|
+8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$113M
|
-$4.37M
|
-93,409
|
-4%
|
|
|
4
|
|
$93.1M
|
+$25.5M
|
+544,685
|
+38%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$82.6M
|
+$8.32M
|
+177,906
|
+11%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$48.6M
|
-$62.6M
|
-1,339,399
|
-56%
|
|
|
7
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$37.3M
|
+$37.4M
|
+800,000
|
New
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$36.9M
|
-$28.1M
|
-601,586
|
-43%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.7M
|
+$2.74M
|
+58,700
|
+8%
|
|
|
10
|
|
$33.8M
|
+$4.21M
|
+90,110
|
+14%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$24.3M
|
+$8.08M
|
+172,749
|
+50%
|
|
|
12
|
Bramshill Investments
Naples,
Florida
|
$23.2M
|
+$23.3M
|
+498,107
|
New
|
|
|
13
|
|
$22.8M
|
-$4.84M
|
-103,500
|
-17%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$21.8M
|
+$1.91M
|
+40,819
|
+10%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$21.5M
|
-$1.93M
|
-41,345
|
-8%
|
|
|
16
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$19.5M
|
+$1.38M
|
+29,546
|
+8%
|
|
|
17
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$19.4M
|
+$279K
|
+5,975
|
+1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$10.8M
|
+230,456
|
+252%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.5M
|
+$670K
|
+14,322
|
+5%
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$13.4M
|
+$5.57M
|
+119,246
|
+71%
|
|
|
21
|
Bank of New York Mellon
New York
|
$13.3M
|
-$3.07M
|
-65,593
|
-19%
|
|
|
22
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$12.4M
|
+$12.4M
|
+265,582
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$1.07M
|
+22,900
|
+11%
|
|
|
24
|
|
$10M
|
+$3.42M
|
+73,225
|
+52%
|
|
|
25
|
Conning Inc
Hartford,
Connecticut
|
$9.8M
|
–
|
–
|
–
|
|
