|
1
|
Bank of America
Charlotte,
North Carolina
|
$99.4M
|
+$16.8M
|
+312,706
|
+19%
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
$76.1M
|
+$21.7M
|
+405,693
|
+36%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$54.4M
|
-$432K
|
-8,056
|
-0.7%
|
|
|
4
|
Parkwood LLC
Cleveland,
Ohio
|
$53.8M
|
+$8.99M
|
+167,867
|
+19%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$53.5M
|
+$1.23M
|
+22,938
|
+2%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$48M
|
+$1.45M
|
+26,995
|
+3%
|
|
|
7
|
Simon Charitable Public
Cleveland,
Ohio
|
$42.6M
|
+$492K
|
+9,187
|
+1%
|
|
|
8
|
|
$39.7M
|
+$2.71M
|
+50,588
|
+7%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$39M
|
+$5.04M
|
+94,010
|
+14%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$30.6M
|
-$845K
|
-15,777
|
-3%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.9M
|
+$2.89M
|
+54,007
|
+11%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
$23.8M
|
+$164K
|
+3,056
|
+0.7%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$23.5M
|
+$211K
|
+3,941
|
+0.9%
|
|
|
14
|
Natixis Advisors
Boston,
Massachusetts
|
$22.8M
|
-$296K
|
-5,534
|
-1%
|
|
|
15
|
|
$14M
|
+$494K
|
+9,219
|
+3%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$12.6M
|
+$32.9K
|
+614
|
+0.2%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.23M
|
+$228K
|
+4,265
|
+2%
|
|
|
18
|
|
$8.42M
|
-$1.61M
|
-30,000
|
-15%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$7.51M
|
+$1.18M
|
+21,952
|
+17%
|
|
|
20
|
WBH Advisory
Baltimore,
Maryland
|
$7.41M
|
+$227K
|
+4,238
|
+3%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5.62M
|
+$1.66M
|
+30,920
|
+39%
|
|
|
22
|
|
$5.3M
|
+$52.8K
|
+986
|
+1%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$5.27M
|
+$5.54M
|
+103,405
|
New
|
|
|
24
|
|
$4.89M
|
+$5.14M
|
+95,975
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.2M
|
-$71.6K
|
-1,337
|
-2%
|
|
