|
1
|
Creative Planning
Overland Park,
Kansas
|
$699M
|
+$37.2M
|
+1,351,540
|
+6%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$166M
|
+$33.9M
|
+1,233,183
|
+25%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$3.33M
|
+120,838
|
+3%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$121M
|
-$34.8M
|
-1,263,490
|
-22%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$114M
|
+$5.25M
|
+190,729
|
+5%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$78.6M
|
-$2.71M
|
-98,589
|
-3%
|
|
|
7
|
|
$75.6M
|
-$8.93M
|
-324,375
|
-11%
|
|
|
8
|
|
$69.2M
|
+$68.8M
|
+2,498,644
|
New
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$66.9M
|
+$66.5M
|
+2,416,164
|
New
|
|
|
10
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$60.8M
|
-$7.64M
|
-277,435
|
-11%
|
|
|
11
|
WBI Investments
Red Bank,
New Jersey
|
$58.5M
|
+$58.1M
|
+2,111,996
|
New
|
|
|
12
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$55.4M
|
+$55.1M
|
+2,000,000
|
New
|
|
|
13
|
Sentinel Asset Management
Montpelier,
Vermont
|
$50.3M
|
–
|
–
|
–
|
|
|
14
|
|
$49.6M
|
+$9.47M
|
+343,928
|
+24%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$43.1M
|
-$1.53M
|
-55,641
|
-3%
|
|
|
16
|
Value Monitoring
Menlo Park,
California
|
$37M
|
+$36.8M
|
+1,335,746
|
New
|
|
|
17
|
BTS Asset Management
Lincoln,
Massachusetts
|
$30.7M
|
+$25.6M
|
+929,141
|
+513%
|
|
|
18
|
D'Orazio & Associates
Falls Church,
Virginia
|
$30.3M
|
+$245K
|
+8,891
|
+0.8%
|
|
|
19
|
Efficient Market Advisors
San Diego,
California
|
$30.3M
|
+$1.06M
|
+38,347
|
+4%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$29.2M
|
+$6.06M
|
+220,171
|
+26%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
-$18.5M
|
-672,094
|
-39%
|
|
|
22
|
Astor Investment Management
Chicago,
Illinois
|
$27.3M
|
+$281K
|
+10,190
|
+1%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$22.9M
|
+$17.7M
|
+643,460
|
+353%
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$22.1M
|
+$3.27M
|
+118,926
|
+17%
|
|
|
25
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$21.9M
|
+$2.89M
|
+104,996
|
+15%
|
|
