|
1
|
Bank of America
Charlotte,
North Carolina
|
$573M
|
+$228M
|
+4,916,375
|
+68%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$257M
|
+$253M
|
+5,442,470
|
New
|
|
|
3
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$219M
|
+$75M
|
+1,613,359
|
+53%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$192M
|
+$27.3M
|
+586,848
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$118M
|
+$5.49M
|
+118,224
|
+5%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$116M
|
+$5.36M
|
+115,285
|
+5%
|
|
|
7
|
|
$98.4M
|
+$40M
|
+859,638
|
+70%
|
|
|
8
|
|
$95.7M
|
+$5.33M
|
+114,632
|
+6%
|
|
|
9
|
Homrich & Berg
Atlanta,
Georgia
|
$78.2M
|
-$10.8M
|
-233,170
|
-12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.7M
|
+$13.1M
|
+282,126
|
+22%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$58.1M
|
+$796K
|
+17,128
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$43.2M
|
+$210K
|
+4,519
|
+0.5%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$39.6M
|
+$3.08M
|
+66,289
|
+9%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$34.5M
|
-$3.22M
|
-69,375
|
-9%
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$33.7M
|
+$9.7M
|
+208,615
|
+41%
|
|
|
16
|
Natixis Advisors
Boston,
Massachusetts
|
$26.1M
|
+$1.28M
|
+27,559
|
+5%
|
|
|
17
|
American Economic Planning Group
Warren,
New Jersey
|
$24.2M
|
-$214K
|
-4,607
|
-0.9%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$24M
|
-$140K
|
-3,002
|
-0.6%
|
|
|
19
|
Retirement Capital Strategies
San Jose,
California
|
$20.7M
|
+$36.1K
|
+777
|
+0.2%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$17.6M
|
+$3.18M
|
+68,441
|
+22%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$16.9M
|
+$424K
|
+9,128
|
+3%
|
|
|
22
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$16.8M
|
+$154K
|
+3,322
|
+0.9%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$16.6M
|
+$1.3M
|
+27,885
|
+9%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$14.3M
|
+$202K
|
+4,348
|
+1%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$12.6M
|
+$516K
|
+11,094
|
+4%
|
|
