|
1
|
Creative Planning
Overland Park,
Kansas
|
$747M
|
-$17.7M
|
-634,628
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$251M
|
+$22.4M
|
+801,974
|
+10%
|
|
|
3
|
WBI Investments
Red Bank,
New Jersey
|
$108M
|
-$2.15M
|
-76,994
|
-2%
|
|
|
4
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$83.9M
|
+$55.8M
|
+2,000,000
|
+200%
|
|
|
5
|
BTS Asset Management
Lincoln,
Massachusetts
|
$83.9M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$79.1M
|
-$27M
|
-969,935
|
-26%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$79M
|
-$5.37M
|
-192,443
|
-6%
|
|
|
8
|
|
$66.1M
|
-$3.39M
|
-121,481
|
-5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$64.3M
|
+$5.67M
|
+203,270
|
+10%
|
|
|
10
|
|
$57.8M
|
+$7.52M
|
+269,574
|
+15%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$49.3M
|
+$4.78M
|
+171,546
|
+11%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.7M
|
-$2.7M
|
-96,800
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$39.4M
|
-$11.2M
|
-400,163
|
-22%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$35.6M
|
+$4.59M
|
+164,544
|
+15%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34.8M
|
+$4.04M
|
+145,067
|
+13%
|
|
|
16
|
Neuberger Berman Group
New York
|
$34.1M
|
+$31.4M
|
+1,125,139
|
+1,202%
|
|
|
17
|
Weatherstone Capital Management
Denver,
Colorado
|
$33.5M
|
+$974K
|
+34,941
|
+3%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$33M
|
-$5.15M
|
-184,644
|
-14%
|
|
|
19
|
|
$32.7M
|
–
|
–
|
–
|
|
|
20
|
Value Monitoring
Menlo Park,
California
|
$32.5M
|
+$32.4M
|
+1,162,980
|
New
|
|
|
21
|
Cantor Fitzgerald Investment Advisors
New York
|
$29.8M
|
-$404K
|
-14,504
|
-1%
|
|
|
22
|
D'Orazio & Associates
Falls Church,
Virginia
|
$28.9M
|
+$892K
|
+31,987
|
+3%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$26.7M
|
-$960K
|
-34,439
|
-3%
|
|
|
24
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.4M
|
+$994K
|
+35,648
|
+5%
|
|
|
25
|
Sentinel Asset Management
Montpelier,
Vermont
|
$22.2M
|
-$1.26M
|
-45,324
|
-5%
|
|
