|
1
|
Bank of America
Charlotte,
North Carolina
|
$341M
|
-$216M
|
-4,694,933
|
-39%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$267M
|
+$17.1M
|
+371,074
|
+7%
|
|
|
3
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$215M
|
+$1.73M
|
+37,605
|
+0.8%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$200M
|
+$13.8M
|
+300,236
|
+7%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$124M
|
+$12.1M
|
+262,138
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$1.89M
|
+41,000
|
+2%
|
|
|
7
|
|
$103M
|
+$7.61M
|
+165,412
|
+8%
|
|
|
8
|
|
$97.3M
|
+$4.28M
|
+93,045
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$88M
|
+$15.4M
|
+334,715
|
+21%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$59.4M
|
+$2.87M
|
+62,339
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$44.1M
|
+$2.1M
|
+45,576
|
+5%
|
|
|
12
|
Brinker Capital
Berwyn,
Pennsylvania
|
$38.3M
|
+$5.51M
|
+119,778
|
+17%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$33.3M
|
-$238K
|
-5,173
|
-0.7%
|
|
|
14
|
Homrich & Berg
Atlanta,
Georgia
|
$32.8M
|
-$43.3M
|
-942,018
|
-57%
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$25.6M
|
+$264K
|
+5,728
|
+1%
|
|
|
16
|
Retirement Capital Strategies
San Jose,
California
|
$20.4M
|
+$63.1K
|
+1,371
|
+0.3%
|
|
|
17
|
|
$18.1M
|
+$18.2M
|
+394,535
|
New
|
|
|
18
|
Tanglewood Wealth Management
Houston,
Texas
|
$17.6M
|
+$1.21M
|
+26,329
|
+7%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$17.3M
|
+$1.22M
|
+26,428
|
+8%
|
|
|
20
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$16.8M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$2.38M
|
+51,666
|
+20%
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$13.6M
|
-$3.54M
|
-77,002
|
-21%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13M
|
-$931K
|
-20,225
|
-7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
+$1.41M
|
+30,685
|
+12%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$12.3M
|
+$89.2K
|
+1,938
|
+0.7%
|
|
