|
1
|
UBS Group
Zurich,
Switzerland
|
$453M
|
+$21.3M
|
+522,721
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$442M
|
+$26.4M
|
+647,756
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$401M
|
+$27.3M
|
+669,973
|
+7%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$369M
|
-$9.07M
|
-222,862
|
-2%
|
|
|
5
|
Prudential plc
London, England,
United Kingdom
|
$169M
|
+$78.5M
|
+1,929,074
|
+88%
|
|
|
6
|
|
$75.8M
|
+$6.38M
|
+156,676
|
+9%
|
|
|
7
|
WBI Investments
Red Bank,
New Jersey
|
$57.6M
|
-$57.5M
|
-1,412,943
|
-50%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$57.6M
|
+$56.7M
|
+1,393,382
|
+19,474%
|
|
|
9
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$52.2M
|
+$10.1M
|
+248,900
|
+24%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
–
|
–
|
–
|
|
|
11
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$25.3M
|
+$1.53M
|
+37,658
|
+7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
+$11.1M
|
+273,364
|
+111%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$17.9M
|
+$17.7M
|
+435,133
|
New
|
|
|
14
|
Flow Traders U.S.
New York
|
$17.1M
|
-$39.1M
|
-959,435
|
-70%
|
|
|
15
|
Redwood Investment Management
Scottsdale,
Arizona
|
$8.24M
|
+$356K
|
+8,736
|
+5%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$7.75M
|
+$7.68M
|
+188,567
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.39M
|
+$1.53M
|
+37,581
|
+32%
|
|
|
18
|
Toews Corporation
Northfield,
New Jersey
|
$6.37M
|
+$6.31M
|
+155,000
|
New
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$5.42M
|
+$6.88K
|
+169
|
+0.1%
|
|
|
20
|
Morningstar Investment Management
Chicago,
Illinois
|
$4.65M
|
+$4.6M
|
+113,036
|
New
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$4.57M
|
+$2.55M
|
+62,704
|
+129%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.3M
|
+$61.4K
|
+1,507
|
+1%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.08M
|
+$901K
|
+22,131
|
+29%
|
|
|
24
|
First Mercantile Trust
Cordova,
Tennessee
|
$3.58M
|
-$225K
|
-5,536
|
-6%
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$3.17M
|
+$421K
|
+10,343
|
+15%
|
|
