|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$341M
|
+$2.62M
|
+95,383
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$191M
|
-$85.9M
|
-3,129,320
|
-31%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$90.1M
|
+$12.6M
|
+459,539
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$88.9M
|
+$4M
|
+145,828
|
+5%
|
|
|
5
|
Neuberger Berman Group
New York
|
$71.2M
|
+$9.93M
|
+361,800
|
+16%
|
|
|
6
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$60.7M
|
–
|
–
|
–
|
|
|
7
|
WBI Investments
Red Bank,
New Jersey
|
$57.4M
|
+$57.1M
|
+2,082,160
|
New
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$56.9M
|
+$56.6M
|
+2,061,331
|
New
|
|
|
9
|
|
$45.7M
|
-$3.94M
|
-143,592
|
-8%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$42.6M
|
+$794K
|
+28,922
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$37.1M
|
+$599K
|
+21,824
|
+2%
|
|
|
12
|
|
$37M
|
-$2.85M
|
-103,717
|
-7%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$34.8M
|
+$10.6M
|
+384,917
|
+44%
|
|
|
14
|
Value Monitoring
Menlo Park,
California
|
$30.6M
|
+$17.6M
|
+640,308
|
+136%
|
|
|
15
|
|
$25.9M
|
+$24.7M
|
+899,692
|
+2,323%
|
|
|
16
|
D'Orazio & Associates
Falls Church,
Virginia
|
$25.3M
|
-$1.21M
|
-43,910
|
-5%
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.2M
|
+$1.08M
|
+39,514
|
+5%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$24.9M
|
+$1.14M
|
+41,428
|
+5%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$24.9M
|
-$1.61M
|
-58,579
|
-6%
|
|
|
20
|
Cantor Fitzgerald Investment Advisors
New York
|
$24M
|
-$2.24M
|
-81,667
|
-9%
|
|
|
21
|
Stadion Money Management
Watkinsville,
Georgia
|
$23.2M
|
+$552K
|
+20,095
|
+2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
-$1.52M
|
-55,239
|
-7%
|
|
|
23
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$20.6M
|
+$1.25M
|
+45,578
|
+7%
|
|
|
24
|
|
$19.2M
|
-$4.43M
|
-161,500
|
-19%
|
|
|
25
|
Howard Capital Management
Roswell,
Georgia
|
$15.6M
|
+$3.98M
|
+145,052
|
+34%
|
|
