|
1
|
Parkwood LLC
Cleveland,
Ohio
|
$1.9億
|
+$2999万
|
+571,515
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.39億
|
+$1666万
|
+317,453
|
+13%
|
|
|
3
|
Homrich & Berg
Atlanta,
Georgia
|
$1.03億
|
+$691万
|
+131,681
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7727万
|
+$1042万
|
+198,569
|
+15%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6210万
|
+$941万
|
+179,326
|
+17%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$5759万
|
+$551万
|
+105,081
|
+10%
|
|
|
7
|
|
$5030万
|
+$811万
|
+154,545
|
+18%
|
|
|
8
|
Planning Alternatives
Birmingham,
Michigan
|
$4923万
|
-$168万
|
-31,962
|
-3%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4217万
|
+$502万
|
+95,694
|
+13%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$3632万
|
-$78.6万
|
-14,982
|
-2%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$2506万
|
-$52.2万
|
-9,946
|
-2%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
$2433万
|
-$40.4万
|
-7,702
|
-2%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$2405万
|
-$39万
|
-7,423
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2275万
|
+$351万
|
+66,834
|
+17%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$2099万
|
+$140万
|
+26,595
|
+7%
|
|
|
16
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1704万
|
+$241万
|
+45,940
|
+16%
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1701万
|
+$878万
|
+167,403
|
+98%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1652万
|
+$695万
|
+132,399
|
+68%
|
|
|
19
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1426万
|
+$143万
|
+27,305
|
+11%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$1312万
|
+$61.3万
|
+11,676
|
+5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1177万
|
+$395万
|
+75,193
|
+46%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$970万
|
+$8.6万
|
+1,639
|
+0.9%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$912万
|
-$215万
|
-40,971
|
-18%
|
|
|
24
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$879万
|
-$10.1万
|
-1,921
|
-1%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$812万
|
+$242万
|
+46,040
|
+40%
|
|
