|
1
|
UBS Group
Zurich,
Switzerland
|
$403M
|
+$399M
|
+9,839,350
|
+509,283%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$390M
|
+$25.7M
|
+634,865
|
+7%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$146M
|
-$38.3M
|
-945,778
|
-21%
|
|
|
4
|
WBI Investments
Red Bank,
New Jersey
|
$60.7M
|
+$60.1M
|
+1,482,625
|
New
|
|
|
5
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$39.1M
|
-$2.18M
|
-53,862
|
-5%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
-$5.87M
|
-144,822
|
-17%
|
|
|
7
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$14.5M
|
+$1.42M
|
+35,020
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.19M
|
+$7.88M
|
+194,269
|
+643%
|
|
|
9
|
Redwood Investment Management
Scottsdale,
Arizona
|
$8.58M
|
+$8.49M
|
+209,517
|
New
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$5.32M
|
+$4.99M
|
+123,160
|
+1,796%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.5M
|
+$2.52M
|
+62,066
|
+129%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.35M
|
+$4.01M
|
+98,957
|
+1,366%
|
|
|
13
|
First Mercantile Trust
Cordova,
Tennessee
|
$3.64M
|
+$2.96M
|
+73,126
|
+466%
|
|
|
14
|
Securian Asset Management
St Paul,
Minnesota
|
$3.05M
|
-$41
|
-1
|
-0%
|
|
|
15
|
Next Financial Group
Houston,
Texas
|
$2.6M
|
+$2.58M
|
+63,586
|
New
|
|
|
16
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.42M
|
+$98.8K
|
+2,436
|
+4%
|
|
|
17
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2.37M
|
+$2.35M
|
+57,983
|
New
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.98M
|
+$322K
|
+7,932
|
+20%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.65M
|
+$1.64M
|
+40,327
|
New
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.55M
|
-$115K
|
-2,840
|
-7%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$1.24M
|
+$1.22M
|
+30,201
|
New
|
|
|
22
|
Naples Global Advisors
Naples,
Florida
|
$1.14M
|
+$1.13M
|
+27,785
|
New
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.1M
|
+$47.6K
|
+1,173
|
+5%
|
|
|
24
|
Neuberger Berman Group
New York
|
$1M
|
+$995K
|
+24,544
|
New
|
|
|
25
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$972K
|
+$142K
|
+3,510
|
+17%
|
|
