|
1
|
Creative Planning
Overland Park,
Kansas
|
$765M
|
+$8.36M
|
+299,002
|
+1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$229M
|
-$3.13M
|
-111,906
|
-1%
|
|
|
3
|
WBI Investments
Red Bank,
New Jersey
|
$110M
|
+$57.9M
|
+2,069,852
|
+111%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$106M
|
+$1.95M
|
+69,718
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$84.4M
|
-$33.3M
|
-1,190,918
|
-28%
|
|
|
6
|
BTS Asset Management
Lincoln,
Massachusetts
|
$84.2M
|
+$36.2M
|
+1,294,442
|
+75%
|
|
|
7
|
|
$69.5M
|
-$3.08M
|
-110,276
|
-4%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$58.6M
|
+$6.59M
|
+235,589
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$50.5M
|
+$3.93M
|
+140,548
|
+8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.4M
|
+$24.2M
|
+864,753
|
+92%
|
|
|
11
|
|
$50.2M
|
-$672K
|
-24,031
|
-1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$44.5M
|
+$6.88M
|
+246,133
|
+18%
|
|
|
13
|
Global Financial Private Capital
Sarasota,
Florida
|
$38.2M
|
+$1.41M
|
+50,379
|
+4%
|
|
|
14
|
|
$32.7M
|
+$32.7M
|
+1,170,000
|
New
|
|
|
15
|
Weatherstone Capital Management
Denver,
Colorado
|
$32.5M
|
+$29.2M
|
+1,045,436
|
+895%
|
|
|
16
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$31M
|
+$3.35M
|
+119,843
|
+12%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$30.7M
|
+$17.7M
|
+633,394
|
+136%
|
|
|
18
|
Cantor Fitzgerald Investment Advisors
New York
|
$30.2M
|
+$30.2M
|
+1,080,616
|
New
|
|
|
19
|
D'Orazio & Associates
Falls Church,
Virginia
|
$28M
|
-$1.85M
|
-66,020
|
-6%
|
|
|
20
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$28M
|
+$28M
|
+1,000,000
|
New
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$27.7M
|
+$2.08M
|
+74,529
|
+8%
|
|
|
22
|
Sentinel Asset Management
Montpelier,
Vermont
|
$23.4M
|
–
|
–
|
–
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$21.4M
|
+$580K
|
+20,750
|
+3%
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$21.3M
|
+$1.29M
|
+46,007
|
+6%
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
$20.7M
|
-$24.7M
|
-884,640
|
-54%
|
|
