|
1
|
Parkwood LLC
Cleveland,
Ohio
|
$122M
|
+$72.9M
|
+1,468,402
|
+139%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$15.6M
|
+315,192
|
+16%
|
|
|
3
|
Homrich & Berg
Atlanta,
Georgia
|
$76.7M
|
+$3.09M
|
+62,215
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$56.7M
|
+$6.18M
|
+124,552
|
+12%
|
|
|
5
|
Planning Alternatives
Birmingham,
Michigan
|
$50.5M
|
-$1.1M
|
-22,226
|
-2%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$48.1M
|
+$2.65M
|
+53,343
|
+6%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.8M
|
+$3.93M
|
+79,170
|
+10%
|
|
|
8
|
|
$35.4M
|
-$2.24M
|
-45,083
|
-6%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29.8M
|
+$4.41M
|
+88,874
|
+17%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$28.9M
|
-$77.2K
|
-1,555
|
-0.3%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$23.6M
|
+$2.07M
|
+41,690
|
+9%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
$23.1M
|
+$601K
|
+12,099
|
+3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$22.9M
|
+$661K
|
+13,321
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$19.2M
|
+$16.9M
|
+339,976
|
+586%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$18.9M
|
+$19.4M
|
+391,714
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$16.4M
|
+329,594
|
New
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$12M
|
+$12.1K
|
+244
|
+0.1%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.06M
|
+$43.9K
|
+884
|
+0.5%
|
|
|
19
|
|
$8.22M
|
+$246K
|
+4,948
|
+3%
|
|
|
20
|
WBH Advisory
Baltimore,
Maryland
|
$6.7M
|
-$329K
|
-6,633
|
-5%
|
|
|
21
|
|
$6.17M
|
+$1.18M
|
+23,675
|
+23%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.89M
|
-$1.34M
|
-27,085
|
-18%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$5.59M
|
+$603K
|
+12,157
|
+12%
|
|
|
24
|
Flow Traders U.S.
New York
|
$5.27M
|
+$5.42M
|
+109,108
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.77M
|
+$1.38M
|
+27,716
|
+39%
|
|
