|
1
|
Parkwood LLC
Cleveland,
Ohio
|
$145M
|
-$24.3M
|
-509,313
|
-13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
+$20.7M
|
+432,929
|
+16%
|
|
|
3
|
Homrich & Berg
Atlanta,
Georgia
|
$99.7M
|
+$9.48M
|
+198,295
|
+10%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$95.2M
|
+$43.7M
|
+914,834
|
+74%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$80.6M
|
+$13.6M
|
+284,223
|
+19%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$76M
|
+$27.3M
|
+571,315
|
+50%
|
|
|
7
|
|
$51.6M
|
+$48.6M
|
+1,016,971
|
+687%
|
|
|
8
|
|
$49.8M
|
+$5.95M
|
+124,562
|
+12%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.5M
|
-$644K
|
-13,480
|
-2%
|
|
|
10
|
Planning Alternatives
Birmingham,
Michigan
|
$34.3M
|
-$9.79M
|
-204,771
|
-21%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$32.4M
|
+$455K
|
+9,528
|
+1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$31.5M
|
+$30.1M
|
+630,101
|
+779%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$28M
|
+$8.55M
|
+178,949
|
+40%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.4M
|
+$13.8M
|
+289,255
|
+88%
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$22.4M
|
+$340K
|
+7,105
|
+1%
|
|
|
16
|
American Economic Planning Group
Warren,
New Jersey
|
$22.2M
|
+$780K
|
+16,323
|
+3%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$21.9M
|
+$771K
|
+16,131
|
+3%
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
$18.8M
|
+$328K
|
+6,862
|
+2%
|
|
|
19
|
Bank of Hawaii
Honolulu,
Hawaii
|
$16.5M
|
+$1.66M
|
+34,825
|
+10%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$12.6M
|
+$1.15M
|
+24,128
|
+9%
|
|
|
21
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$11.6M
|
-$1.05M
|
-21,977
|
-8%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11M
|
+$5.15M
|
+107,827
|
+77%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$10.1M
|
-$866K
|
-18,115
|
-8%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$9.99M
|
+$4.62M
|
+96,655
|
+75%
|
|
|
25
|
Vanguard Group
Malvern,
Pennsylvania
|
$9.07M
|
+$3.11M
|
+65,174
|
+47%
|
|
