|
1
|
Bank of America
Charlotte,
North Carolina
|
$321M
|
-$58.2M
|
-1,290,796
|
-15%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$154M
|
+$22.2M
|
+491,839
|
+17%
|
|
|
3
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$135M
|
+$69.2M
|
+1,536,018
|
+103%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$106M
|
+$12.6M
|
+280,503
|
+13%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$104M
|
+$4.3M
|
+95,384
|
+4%
|
|
|
6
|
|
$85.1M
|
+$1.64M
|
+36,324
|
+2%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$84.1M
|
-$1.75M
|
-38,844
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.8M
|
+$8.92M
|
+197,925
|
+18%
|
|
|
9
|
|
$54.4M
|
-$16.8M
|
-371,579
|
-23%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$54M
|
+$8.75M
|
+194,196
|
+19%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$40.5M
|
+$3.03M
|
+67,238
|
+8%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$35.6M
|
+$155K
|
+3,439
|
+0.4%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$34.3M
|
+$34.8M
|
+771,533
|
New
|
|
|
14
|
|
$32.3M
|
+$32.7M
|
+726,072
|
New
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$23.4M
|
+$167K
|
+3,701
|
+0.7%
|
|
|
16
|
American Economic Planning Group
Warren,
New Jersey
|
$23M
|
-$259K
|
-5,745
|
-1%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$22.6M
|
-$282K
|
-6,254
|
-1%
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$22.5M
|
+$17.4M
|
+386,926
|
+326%
|
|
|
19
|
Retirement Capital Strategies
San Jose,
California
|
$19.5M
|
-$13.6K
|
-302
|
-0.1%
|
|
|
20
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$15.7M
|
-$3.87M
|
-85,846
|
-20%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$15.5M
|
-$3.23M
|
-71,626
|
-17%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$14.6M
|
+$1.7M
|
+37,696
|
+13%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$14.4M
|
+$1.03M
|
+22,868
|
+8%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$13.5M
|
+$368K
|
+8,168
|
+3%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.3M
|
+$1.04M
|
+22,964
|
+8%
|
|
