|
1
|
Wells Fargo
San Francisco,
California
|
$89M
|
+$1.38M
|
+26,908
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$78.1M
|
+$5.13M
|
+99,893
|
+7%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$58.6M
|
-$1.27M
|
-24,679
|
-2%
|
|
|
4
|
Parkwood LLC
Cleveland,
Ohio
|
$54.7M
|
+$11.9M
|
+231,384
|
+28%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$46.7M
|
+$3.53M
|
+68,765
|
+8%
|
|
|
6
|
|
$34.2M
|
+$8.17M
|
+159,230
|
+32%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.3M
|
+$5.7M
|
+111,160
|
+23%
|
|
|
8
|
Simon Charitable Public
Cleveland,
Ohio
|
$28M
|
+$7.28M
|
+141,814
|
+36%
|
|
|
9
|
American Economic Planning Group
Warren,
New Jersey
|
$24.1M
|
+$494K
|
+9,629
|
+2%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$24M
|
+$485K
|
+9,454
|
+2%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.9M
|
+$1.39M
|
+27,142
|
+6%
|
|
|
12
|
Natixis Advisors
Boston,
Massachusetts
|
$21.7M
|
+$2.3M
|
+44,835
|
+12%
|
|
|
13
|
|
$14M
|
-$4.19M
|
-81,642
|
-23%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$12.9M
|
+$570K
|
+11,115
|
+5%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.71M
|
+$536K
|
+10,448
|
+6%
|
|
|
16
|
|
$9.25M
|
-$997K
|
-19,425
|
-10%
|
|
|
17
|
|
$8.97M
|
+$3.62M
|
+70,619
|
+70%
|
|
|
18
|
Flow Traders U.S.
New York
|
$7.75M
|
+$7.62M
|
+148,487
|
New
|
|
|
19
|
WBH Advisory
Baltimore,
Maryland
|
$6.72M
|
+$212K
|
+4,131
|
+3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.28M
|
+$1.62M
|
+31,613
|
+36%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.3M
|
+$274K
|
+5,348
|
+6%
|
|
|
22
|
IRON Financial
Northbrook,
Illinois
|
$3.97M
|
+$175K
|
+3,407
|
+5%
|
|
|
23
|
Harvest Capital Management
Concord,
New Hampshire
|
$3.89M
|
+$28.2K
|
+550
|
+0.7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.52M
|
+$82.8K
|
+1,614
|
+2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.44M
|
+$2.34M
|
+45,534
|
+223%
|
|
