|
1
|
Parkwood LLC
Cleveland,
Ohio
|
$190M
|
+$30M
|
+571,515
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
+$16.7M
|
+317,453
|
+13%
|
|
|
3
|
Homrich & Berg
Atlanta,
Georgia
|
$103M
|
+$6.91M
|
+131,681
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$77.3M
|
+$10.4M
|
+198,569
|
+15%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$62.1M
|
+$9.41M
|
+179,326
|
+17%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$57.6M
|
+$5.51M
|
+105,081
|
+10%
|
|
|
7
|
|
$50.3M
|
+$8.11M
|
+154,545
|
+18%
|
|
|
8
|
Planning Alternatives
Birmingham,
Michigan
|
$49.2M
|
-$1.68M
|
-31,962
|
-3%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.2M
|
+$5.02M
|
+95,694
|
+13%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$36.3M
|
-$786K
|
-14,982
|
-2%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$25.1M
|
-$522K
|
-9,946
|
-2%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
$24.3M
|
-$404K
|
-7,702
|
-2%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$24.1M
|
-$390K
|
-7,423
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$22.8M
|
+$3.51M
|
+66,834
|
+17%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$21M
|
+$1.4M
|
+26,595
|
+7%
|
|
|
16
|
Bank of Hawaii
Honolulu,
Hawaii
|
$17M
|
+$2.41M
|
+45,940
|
+16%
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$17M
|
+$8.78M
|
+167,403
|
+98%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$6.95M
|
+132,399
|
+68%
|
|
|
19
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$14.3M
|
+$1.43M
|
+27,305
|
+11%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$13.1M
|
+$613K
|
+11,676
|
+5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$3.95M
|
+75,193
|
+46%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.71M
|
+$86K
|
+1,639
|
+0.9%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$9.13M
|
-$2.15M
|
-40,971
|
-18%
|
|
|
24
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.79M
|
-$101K
|
-1,921
|
-1%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$8.12M
|
+$2.42M
|
+46,040
|
+40%
|
|
