|
1
|
WBI Investments
Red Bank,
New Jersey
|
$245M
|
+$244M
|
+5,209,974
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$223M
|
+$18M
|
+385,281
|
+9%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$170M
|
+$7.86M
|
+167,782
|
+5%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$129M
|
+$45M
|
+962,061
|
+54%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$115M
|
+$114M
|
+2,444,918
|
New
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$110M
|
-$3.88M
|
-82,821
|
-3%
|
|
|
7
|
|
$96.2M
|
+$2.25M
|
+48,095
|
+2%
|
|
|
8
|
|
$44M
|
+$9.85M
|
+210,318
|
+29%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.7M
|
+$3.64M
|
+77,822
|
+10%
|
|
|
10
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$37.7M
|
–
|
–
|
–
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$32.4M
|
-$16.5M
|
-353,423
|
-34%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$28.3M
|
+$3.77M
|
+80,602
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$27.2M
|
+$5.45M
|
+116,303
|
+25%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$23M
|
+$1.01M
|
+21,669
|
+5%
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$22.5M
|
+$2.73M
|
+58,294
|
+14%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$22.3M
|
-$14.9M
|
-318,612
|
-40%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$11.6M
|
+247,078
|
+122%
|
|
|
18
|
Bramshill Investments
Naples,
Florida
|
$20.3M
|
-$3.13M
|
-66,899
|
-13%
|
|
|
19
|
Allstate Corporation
Northbrook,
Illinois
|
$20.1M
|
+$20M
|
+428,000
|
New
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$19.6M
|
-$3.89K
|
-83
|
-0%
|
|
|
21
|
|
$18.6M
|
-$4.42M
|
-94,500
|
-19%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$2.5M
|
+53,316
|
+17%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$15.6M
|
+$977K
|
+20,867
|
+7%
|
|
|
24
|
Cardan Capital Partners
Denver,
Colorado
|
$15.1M
|
+$1.53M
|
+32,674
|
+11%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$14.5M
|
+$14.5M
|
+309,034
|
New
|
|
