|
1
|
Creative Planning
Overland Park,
Kansas
|
$545M
|
+$27.5M
|
+1,092,601
|
+5%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$108M
|
+$19.1M
|
+759,347
|
+22%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$101M
|
+$10.1M
|
+400,971
|
+11%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$87.7M
|
-$18.4M
|
-728,827
|
-18%
|
|
|
5
|
|
$86.2M
|
-$9.5M
|
-376,947
|
-10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$74.3M
|
-$40.6M
|
-1,611,115
|
-36%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$61.4M
|
+$6.31M
|
+250,191
|
+12%
|
|
|
8
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$36.1M
|
+$35.2M
|
+1,397,768
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$36M
|
+$3.88M
|
+153,735
|
+12%
|
|
|
10
|
Neuberger Berman Group
New York
|
$34.8M
|
-$104M
|
-4,137,500
|
-75%
|
|
|
11
|
|
$31.8M
|
-$16.1M
|
-638,863
|
-34%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$28.7M
|
+$21.2M
|
+841,980
|
+314%
|
|
|
13
|
Astor Investment Management
Chicago,
Illinois
|
$28.3M
|
+$9.03M
|
+357,953
|
+49%
|
|
|
14
|
Efficient Market Advisors
San Diego,
California
|
$25.3M
|
+$5.77M
|
+228,747
|
+31%
|
|
|
15
|
Nottingham Advisors
Amherst,
New York
|
$24.5M
|
–
|
–
|
–
|
|
|
16
|
Aviance Capital Management
Sarasota,
Florida
|
$24.2M
|
+$7.3M
|
+289,466
|
+45%
|
|
|
17
|
D'Orazio & Associates
Falls Church,
Virginia
|
$23.3M
|
+$1.06M
|
+42,225
|
+5%
|
|
|
18
|
TD Asset Management
Toronto,
Ontario, Canada
|
$21.8M
|
+$5.79M
|
+229,800
|
+37%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$21.8M
|
-$16.5M
|
-655,522
|
-43%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$19.7M
|
+$19.2M
|
+761,436
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
-$17.9M
|
-710,701
|
-48%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$17.3M
|
+$2.14M
|
+84,949
|
+14%
|
|
|
23
|
Sigma Investment Counselors
Northville,
Michigan
|
$16.7M
|
+$181K
|
+7,191
|
+1%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$16.3M
|
–
|
–
|
–
|
|
|
25
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$15.3M
|
-$156K
|
-6,168
|
-1%
|
|
