|
1
|
Bank of America
Charlotte,
North Carolina
|
$443M
|
+$41.8M
|
+813,709
|
+11%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$274M
|
-$11.2M
|
-217,161
|
-4%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$263M
|
+$22.1M
|
+430,095
|
+9%
|
|
|
4
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$211M
|
-$31M
|
-603,102
|
-13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$167M
|
+$31.6M
|
+614,116
|
+24%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$149M
|
+$6.2M
|
+120,646
|
+4%
|
|
|
7
|
|
$147M
|
+$25M
|
+486,836
|
+21%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$145M
|
+$18.6M
|
+362,048
|
+15%
|
|
|
9
|
|
$128M
|
-$4.45M
|
-86,608
|
-3%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$84.3M
|
+$9.3M
|
+181,026
|
+13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$78M
|
+$18M
|
+350,701
|
+30%
|
|
|
12
|
Brinker Capital
Berwyn,
Pennsylvania
|
$55.6M
|
+$4.86M
|
+94,539
|
+10%
|
|
|
13
|
|
$44.5M
|
+$44M
|
+856,482
|
New
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$41.1M
|
-$2.63M
|
-51,257
|
-6%
|
|
|
15
|
Allen Investment Management
New York
|
$38M
|
+$2.65M
|
+51,570
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$33.2M
|
+$8.59M
|
+167,211
|
+35%
|
|
|
17
|
Natixis Advisors
Boston,
Massachusetts
|
$29.8M
|
+$400K
|
+7,783
|
+1%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$28.2M
|
+$9.13M
|
+177,689
|
+49%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$27.8M
|
+$5.83M
|
+113,362
|
+27%
|
|
|
20
|
Tanglewood Wealth Management
Houston,
Texas
|
$24M
|
+$119K
|
+2,316
|
+0.5%
|
|
|
21
|
Retirement Capital Strategies
San Jose,
California
|
$22.2M
|
-$448K
|
-8,726
|
-2%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$22.2M
|
+$6.57M
|
+127,842
|
+43%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
+$6.5M
|
+126,517
|
+49%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.7M
|
+$2.69M
|
+52,359
|
+16%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$17.9M
|
+$7.72M
|
+150,278
|
+77%
|
|
