|
1
|
Bank of America
Charlotte,
North Carolina
|
$382M
|
+$217M
|
+5,101,218
|
+150%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$248M
|
+$136M
|
+3,193,636
|
+138%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$134M
|
+$12.5M
|
+292,105
|
+11%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$101M
|
+$9.57M
|
+224,539
|
+11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$94.1M
|
+$11.7M
|
+275,206
|
+15%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$86.7M
|
+$10.9M
|
+255,551
|
+15%
|
|
|
7
|
|
$84.3M
|
+$7.97M
|
+186,841
|
+11%
|
|
|
8
|
|
$71.7M
|
+$1.89M
|
+44,348
|
+3%
|
|
|
9
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$67.1M
|
+$63.7M
|
+1,493,457
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.5M
|
+$12.3M
|
+287,795
|
+35%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$45.8M
|
+$43.3M
|
+1,015,287
|
+19,904%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$37.9M
|
+$2.52M
|
+59,079
|
+8%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$35.8M
|
+$2.87M
|
+67,215
|
+9%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.2M
|
+$204K
|
+4,782
|
+0.7%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29M
|
-$817K
|
-19,166
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$24.8M
|
+$2.73M
|
+64,003
|
+13%
|
|
|
17
|
American Economic Planning Group
Warren,
New Jersey
|
$23.5M
|
+$484K
|
+11,349
|
+2%
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$23.4M
|
+$431K
|
+10,110
|
+2%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$23.3M
|
+$565K
|
+13,248
|
+3%
|
|
|
20
|
Retirement Capital Strategies
San Jose,
California
|
$19.7M
|
+$573K
|
+13,451
|
+3%
|
|
|
21
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$19.7M
|
+$10.7M
|
+251,155
|
+134%
|
|
|
22
|
Tanglewood Wealth Management
Houston,
Texas
|
$18.9M
|
+$17.9M
|
+420,830
|
New
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$13.6M
|
-$2.6M
|
-61,082
|
-17%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$13.5M
|
+$1.92M
|
+45,093
|
+18%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$13.3M
|
+$873K
|
+20,467
|
+7%
|
|
