|
1
|
Bank of America
Charlotte,
North Carolina
|
$88.9M
|
+$7.48M
|
+140,043
|
+9%
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
$60.8M
|
+$59.8M
|
+1,119,494
|
New
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$58.3M
|
-$2.55M
|
-47,819
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$55.7M
|
-$36.2M
|
-678,403
|
-40%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$49.6M
|
+$1M
|
+18,806
|
+2%
|
|
|
6
|
Parkwood LLC
Cleveland,
Ohio
|
$48.1M
|
-$8.61M
|
-161,274
|
-15%
|
|
|
7
|
Simon Charitable Public
Cleveland,
Ohio
|
$44.8M
|
+$15.4M
|
+288,751
|
+54%
|
|
|
8
|
|
$39.5M
|
+$3.91M
|
+73,113
|
+11%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$36.5M
|
+$3.8M
|
+71,169
|
+12%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$33.4M
|
+$32.9M
|
+615,874
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.7M
|
+$863K
|
+16,157
|
+4%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
$25.2M
|
+$73.5K
|
+1,376
|
+0.3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$24.8M
|
-$245K
|
-4,596
|
-1%
|
|
|
14
|
Natixis Advisors
Boston,
Massachusetts
|
$24.6M
|
+$1.98M
|
+36,995
|
+9%
|
|
|
15
|
|
$14.4M
|
-$120K
|
-2,244
|
-0.8%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$13.4M
|
+$20.3K
|
+380
|
+0.2%
|
|
|
17
|
|
$10.6M
|
+$956K
|
+17,900
|
+10%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10M
|
+$84K
|
+1,572
|
+0.9%
|
|
|
19
|
WBH Advisory
Baltimore,
Maryland
|
$7.65M
|
+$654K
|
+12,249
|
+10%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.9M
|
+$1.36M
|
+25,448
|
+25%
|
|
|
21
|
|
$5.59M
|
-$3.68M
|
-68,837
|
-40%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.28M
|
+$3.33M
|
+62,400
|
+180%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.54M
|
+$943K
|
+17,653
|
+27%
|
|
|
24
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4.3M
|
+$1.85M
|
+34,700
|
+78%
|
|
|
25
|
IRON Financial
Northbrook,
Illinois
|
$4.19M
|
+$58.5K
|
+1,095
|
+1%
|
|
