Biggest Gainers

Rank Firm % change Total assets as of 5/1/13 ($M) Total accounts as…

Rank	Firm	% change	Total assets as of 5/1/13 ($M)	Total accounts as of 5/1/13	Total assets as of 5/1/12 ($M)	Total accounts as of 5/1/12
1	Brick Capital Management Inc.	81.1%	$2,676.0	37	$1,478.0	32
2	Aperio Group LLC	56.8%	$3,238.2	892	$2,065.2	582
3	Bahl & Gaynor Inc.	47.0%	$5,408.4	1,635	$3,678.4	1,504
4	Savant Capital Management	42.4%	$2,910.0	2,849	$2,044.0	2,316
5	Chevy Chase Trust Co.	41.2%	$14,641.7	2,828	$10,366.5	2,061
6	Comprehensive Financial Management LLC	40.5%	$11,100.0	20	$7,900.0	17
7	Financial Engines Advisors LLC	34.5%	$63,900.0	660,790	$47,500.0	616,834
8	Fiduciary Counselling Inc.	33.3%	$4,964.1	1,227	$3,723.8	1,149
9	Seven Bridges Advisors LLC	29.0%	$2,448.7	95	$1,898.7	78
10	Mill Creek Capital Advisors LLC	25.7%	$2,829.7	220	$2,250.8	174
11	Litman Gregory Asset Management LLC	23.9%	$6,701.4	1,030	$5,409.0	879
12	Tiedemann Wealth Management LLC	23.2%	$4,003.4	1,269	$3,249.8	1,082
13	Silvercrest Asset Management Group LLC	23.1%	$13,600.0	4,552	$11,051.0	4,391
14	Summit Rock Advisors LLC	21.2%	$7,985.0	64	$6,587.7	58
15	Altair Advisers LLC	18.3%	$3,351.0	452	$2,833.8	382
16	Reinhart Partners Inc.	17.7%	$4,487.6	5,482	$3,814.2	4,213
17	Hall Capital Partners LLC	16.7%	$25,786.2	159	$22,102.9	157
18	Baker Street Advisors LLC	16.0%	$4,200.0	1,118	$3,621.0	990
19	The Mutual Fund Store	16.0%	$7,101.6	72,255	$6,124.7	70,041
20	Bingham Osborn & Scarborough LLC	14.8%	$2,454.1	2,834	$2,137.0	3,297
21	BBR Partners LLC	14.8%	$6,593.3	1,235	$5,744.4	1,045
22	Ronald Blue & Co. LLC	13.3%	$7,296.3	16,202	$6,440.2	15,721
23	Homrich Berg	13.2%	$2,565.0	4,096	$2,266.8	3,523
24	Douglas C. Lane & Associates Inc.	12.7%	$2,541.8	3,350	$2,255.5	3,224
25	Wetherby Asset Management	12.6%	$3,392.5	2,803	$3,013.1	3,140
*Figures for assets under management are as of March 31, 2013 and March 31, 2012, reported in a Form S-1 filed on May 22, 2013. Rankings are based on unrounded figures. Based on the 50 largest fee-only RIAs. InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (2) Total AUM is at least $100M. (3) Does not have employees who are registered representatives of a broker-dealer. (4) Provided investment advisory services to clients during its most recently completed fiscal year. (5) No more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% of regulatory assets under management is attributable to corporations or other businesses. (8) Does not receive commissions. (9) Provides financial planning services. (10) Is not actively engaged in business as a broker-dealer (registered or unregistered). (11) Is not actively engaged in business as a registered representative of a broker-dealer. (12) Has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency. Visit data.investmentnews.com/ria for more-complete profiles and financials. Contact the InvestmentNews Data team at [email protected] for more information.