|
1
|
Parkwood LLC
Cleveland,
Ohio
|
$162M
|
+$34.2M
|
+688,809
|
+27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
+$9.07M
|
+182,384
|
+8%
|
|
|
3
|
Homrich & Berg
Atlanta,
Georgia
|
$96.7M
|
+$16.5M
|
+332,884
|
+21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$67.3M
|
+$8.12M
|
+163,349
|
+14%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53.1M
|
+$10.4M
|
+209,764
|
+25%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$52.3M
|
+$2.24M
|
+45,030
|
+5%
|
|
|
7
|
Planning Alternatives
Birmingham,
Michigan
|
$50.9M
|
-$1.7M
|
-34,126
|
-3%
|
|
|
8
|
|
$42.5M
|
+$5.55M
|
+111,576
|
+15%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37.4M
|
+$6.27M
|
+126,127
|
+20%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$37.1M
|
+$6.86M
|
+138,018
|
+23%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$25.6M
|
+$953K
|
+19,168
|
+4%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
$24.7M
|
+$623K
|
+12,531
|
+3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$24.4M
|
+$603K
|
+12,121
|
+3%
|
|
|
14
|
Retirement Capital Strategies
San Jose,
California
|
$19.7M
|
-$59K
|
-1,186
|
-0.3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
+$2.77M
|
+55,632
|
+17%
|
|
|
16
|
Bank of Hawaii
Honolulu,
Hawaii
|
$14.7M
|
+$10M
|
+201,200
|
+220%
|
|
|
17
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$12.9M
|
+$12.7M
|
+256,005
|
New
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$12.5M
|
+$48.3K
|
+971
|
+0.4%
|
|
|
19
|
|
$11.6M
|
+$3.04M
|
+61,213
|
+36%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$11.2M
|
+$7.23M
|
+145,475
|
+189%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.9M
|
-$111K
|
-2,238
|
-1%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.86M
|
+$5.66M
|
+113,944
|
+139%
|
|
|
23
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.89M
|
+$8.78M
|
+176,637
|
New
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$8.59M
|
+$4.28M
|
+86,143
|
+102%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$8.22M
|
+$1.99M
|
+40,098
|
+33%
|
|
