Top 50 fee-only registered investment advisers ranked by growth in discretionary assets under management

DEFINITIONS & METHODOLOGY

Growth of discretionary assets under management was calculated from discretionary-assets-under-management data as defined by the Securities and Exchange Commission from Dec. 31, 2006, to Sept. 30. Firms were included based on the following criteria: 1. Greater than 50% of their business must serve the retail marketplace. 2. They must provide financial planning services, portfolio management for individuals or conduct due diligence on third party advisers. 3. They must not be doing business as a broker-dealer, bank or insurance company. 4. They must not charge commissions or have registered-representative employees at the firm. 5. The dominant portion of their business must not be invested in proprietary products. Source: RIA Database

Top 50

1). Geller Family Office Services 800 Third Ave. New York, NY 10022 Phone: (212) 583-6000 Fax: (212) 583-6241 gellerco.com Growth in discretionary assets: $4,382,151,936 2006: Discretionary Assets: $888,276,224 Discretionary Accounts: 28 Total Assets: $888,276,224 Accounts: 28 2008: Discretionary Assets: $5,270,428,160 Discretionary Accounts: 109 Total Assets: $6,610,939,392 Accounts: 357 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: 26-100 Number of Financial planning clients: 6-10 Contact: Martin Geller, CEO 2). Aspiriant LLC 101 Second Ave., Suite 1400 San Francisco, CA 94105 Phone: (415) 394-6670 Fax: (415) 394-6676 quintile.com Growth in discretionary assets: $2,662,124,840 2006: Discretionary Assets: $1,430,796,160 Discretionary Accounts: 367 Total Assets: $1,430,796,160 Total Accounts: 367 2008: Discretionary Assets: $4,092,921,000 Discretionary Accounts: 2,134 Total Assets: $4,956,185,000 Total Accounts: 2,493 Number of Employees: 51-250 Number of Investment advisers: 11-50 Number of Clients: N/A Number of Financial planning clients: 101-250 Contact: Robert Wagman, president 3). Veritable LP 6022 West Chester Pike Newtown Square, PA 19073 Phone: (610) 640-9551 Fax: (610) 640-9554 veritablelp.com Growth in discretionary assets: $2,126,295,040 2006: Discretionary Assets: $7,284,102,144 Discretionary Accounts: 1,55700 Total Assets: $7,284,102,144 Accounts: 1,557 Discretionary Assets: $9,410,397,184 Discretionary Accounts: 1,906 Total Assets: $9,410,397,184 Accounts: 1,906 Number of Employees: 51-250 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 0 Contact: David Belej, CIO 4). Symmetry Partners 628 Hebron Ave. Building 2, Fifth Floor Glastonbury CT 06033 Phone: (860) 734-2000 Fax: (860) 734-2030 symmetrypartners.com Growth in discretionary assets: $1,774,196,224 2006: Discretionary Assets: $1,531,627,520 Discretionary Accounts: 7,497 Total Assets: $1,531,627,520 Accounts: 7,497 2008: Discretionary Assets: $3,305,823,744 Discretionary Accounts: 17,676 Total Assets: $3,305,823,744 Total Accounts: 17,676 Number of Employees: 51-250 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 51-250 Contact: Patrick Sweeny, principal 5). Choate Investment Advisors LLC Two International Place Boston, MA 02110 Phone: (617) 973-4900 Fax: (617) 248-4000 choate.com Growth in discretionary assets: $1,640,831,584 2006: Discretionary Assets: $44,013,728 Discretionary Accounts: 37 Total Assets: $2,368,746,752 Total Accounts:1289 2008: Discretionary Assets: $1,684,845,312 Discretionary Accounts: 886 Total Assets: $2,914,901,248 Total Accounts: 1,745 Number of Employees: 6-10 Number of Investment advisers: 6-10 Number of Clients: 251-500 Number of Financial planning clients: N/A Contact: ‑Todd Millay, managing director 6). Ronald Blue & Co. 1100 Johnson Ferry Road, Suite 800 Atlanta, GA 30342 Phone: (404) 705-7000 Fax: (404) 705-7045 ronblue.com Growth in discretionary assets: $1,453,556,480 2006: Discretionary Assets: $3,908,773,120 Discretionary Accounts: 8,412 Total Assets: $3,913,364,992 Total Accounts: 8,471 2008: Discretionary Assets: $5,362,329,600 Discretionary Accounts: 9,855 Total Assets: $5,420,143,616 Total Accounts: 10,017 Number of Employees: 251-500 Number of Investment advisers: 51-250 Number of Clients: more than 500 Number of Financial planning clients: more than 1,000 Contact: ‑Russell Crosson, CEO 7). Harris MyCFO 1080 Marsh Road, Suite 100 Menlo Park, CA 94025 Phone: (650) 210-5000 Fax: (650) 210-5099 harrismycfo.com Growth in discretionary assets: $1,453,163,008 2006: Discretionary Assets: $4,352,417,280 Discretionary Accounts: 705 Total Assets: $5,768,756,224 Total Accounts: 1,332 2008: Discretionary Assets: $5,805,580,288 Discretionary Accounts: 1,169 Total Assets: $7,548,844,032 Total Accounts: 1,980 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 26-100 Number of Financial planning clients: 0 Contact: ‑Steve Braverman, president 8). Ballentine Finn & Co. 55 Mill St. Wolfeboro, NH 03894 Phone: (603) 569-1717 Fax: (603) 569-5264 ballentine-finn.com Growth in discretionary assets: $1,261,000,064 2006: Discretionary Assets: $694,000,000 Discretionary Accounts: 61 Total Assets: $694,000,000 Total Accounts: 61 2008: Discretionary Assets: $1,955,000,064 Discretionary Accounts: 1,220 Total Assets: $1,955,000,064 Total Accounts: 1,220 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 101-250 Number of Financial planning clients: 251-500 Contact: Roy Ballentine, president 9). Budros Ruhlin & Roe 1650 Lake Shore Drive, Suite 150 Columbus, OH 43204 Phone: (614) 481-6900 Fax: (614) 481-6919 b-r-r.com Growth in discretionary assets: $1,174,419,264 2006: Discretionary Assets: $139,447,872 Discretionary Accounts: 394 Total Assets: $870,379,904 Total Accounts: 3,070 2008: Discretionary Assets: $1,313,867,136 Discretionary Accounts: 4,070 Total Assets: $1,369,948,288 Total Accounts: 4,209 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 501-1,000 Contact: James Budros, principal 10). Clifford Swan Investment Counsel 200 S. Los Robles Ave., Suite 320 Pasadena CA 91101 Phone: (626) 792-2228 Fax: (626) 792-2670 cliffordswan.com Growth in discretionary assets: $1,140,934,848 2006: Discretionary Assets: $782,629,312 Discretionary Accounts: 1,113 Total Assets: $908,461,184 Total Accounts: 1,271 2008: Discretionary Assets: $1,923,564,160 Discretionary Accounts: 2,156 Total Accounts: 1,093 Number of Employees: 51-250 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 251-500 Contact: ‑Peter Boyle, CEO 11). KLS Professional Advisors Group 111 Fifth Avenue, Eighth Floor New York, NY 10003 Phone: (212) 355-0346 Fax: (212) 355-0413 klsadvisors.com Growth in discretionary assets: $903,395,200 2006: Discretionary Assets: $2,145,870,784 Discretionary Accounts: 3,043 Total Assets: $2,917,209,856 Total Accounts: 4,542 2008: Discretionary Assets: $3,049,065,984 Discretionary Accounts: 3,730 Total Assets: $3,862,232,064 Total Accounts: 5,589 Number of Employees: 11-50 Number of Investment advisers: 6-50 Number of Clients: more than 500 Number of Financial planning clients: 1,000+ Contact: Robert Sc­horr, CEO 12). Birch Hill Investment Advisors LLC 24 Federal St., 10th Floor Boston, MA 02110 Phone: (617) 502-8300 Fax: (617) 502-8310 birchhilladvisors.com Growth in discretionary assets: $894,530,496 2006: Discretionary Assets: $0 Discretionary Accounts: 0 Total Assets: $0 Total Accounts: 0 2008: Discretionary Assets: $894,530,496 Discretionary Accounts: 577 Total Assets: $915,896,128 Total Accounts: 589 Number of Employees: 11-50 Number of Investment advisers: 1-5 Number of Clients: 101-250 Number of Financial planning clients: 101-250 Contact: Miner Cray, founder 13). Fiduciary Counselling 2000 Wells Fargo Place St. Paul, MN 55101 Phone: (651) 228-0935 Fax: (651) 215-4493 fidcouns.net Growth in discretionary assets: $890,971,712 2006: Discretionary Assets: $901,449,864 Discretionary Accounts: 660 Total Assets: $3,451,205,120 Total Accounts: 1095 2008: Discretionary Assets: $1,792,421,376 Discretionary Accounts: 892 Total Assets: $4,173,587,456 Total Accounts: 1,093 Number of Employees: 51-250 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: more than 500 Contact: Carol Caruthers, CEO 14). Tolleson Private Wealth 5500 Preston Road, Suite 250 Dallas, TX 75205 Phone: (214) 252-3263 Fax: (214) 252-3261 tollesonwealth.com Growth in discretionary assets: $804,666,368 2006: Discretionary Assets: $874,946,944 Discretionary Accounts: 411 Total Assets: $1,590,867,200 Total Accounts: 968 2008: Discretionary Assets: $1,679,613,312 Discretionary Accounts: 928 Total Assets: $2,221,359,872 Total Accounts: 1,577 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 26-100 Number of Financial planning clients: 51-250 Contact: Eric Bennett, CEO 15). Mercer Global Advisors LLC 7201 E. Princess Blvd. Scottsdale, AZ 85255 Phone: (800) 394-3894 Fax: (480) 471-5538 merceradvisors.com Growth in discretionary assets: $749,189,888 2006: Discretionary Assets: $2,775,118,848 Discretionary Accounts: 14,191 Total Assets: $2,775,118,848 Total Accounts: 14,191 2008: Discretionary Assets: $3,524,308,736 Discretionary Accounts: 15,858 Total Assets: $3,524,308,736 Total Accounts: 15,858 Number of Employees: 51-250 Number of Investment advisers: 51-250 Number of Clients: more than 500 Number of Financial planning clients: 1,000+ Contact: David Barton, president 16). Gresham Partners 333 W. Wacker Drive, Suite 700 Chicago, IL 60606 Phone: (312) 960-0200 Fax: (312) 960-0204 greshampartners.com Growth in discretionary assets: $723,553,920 2006: Discretionary Assets: $1,210,141,056 Discretionary Accounts: 72 Total Assets: $1,979,975,680 Total Accounts: 76 2008: Discretionary Assets: $1,933,694,976 Discretionary Accounts: 1,001 Total Assets: $2,780,151,552 Total Accounts: 3,549 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 26-100 Number of Financial planning clients: 51-250 Contact: Edward Neild, president 17). SJS Investment Consulting 6711 Monroe St., Building 4, Suite A Sylvania, OH 43560 Phone: (419) 885-2626 Fax: (419) 885-2236 sjsinvest.com Growth in discretionary assets: $688,000,000 2006: Discretionary Assets: $219,000,000 Discretionary Accounts: 547 Total Assets: $519,000,000 Total Accounts: 1,362 2008: Discretionary Assets: $907,000,000 Discretionary Accounts: 1,603 Number of Employees: 6-10 Number of Investment advisers: 6-10 Number of Clients: 251-500 Number of Financial planning clients: 251-500 Contact: Scott Savage, president 18). RegentAtlantic Capital 1 Main St. Chatham, NJ 07928 Phone: (973) 635-7070 Fax: (973) 635-0079 regentatlantic.com Growth in discretionary assets: $673,268,040 2006: Discretionary Assets: $1,118,911,360 Discretionary Accounts: 755 Total Assets: $1,169,169,280 Total Accounts: 788 2008: Discretionary Assets: $1,792,179,400 Discretionary Accounts: 1,018 Total Assets: $1,838,881,000 Total Accounts: 1,042 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 251-500 Contact: Jennifer Papadopolo, COO 19). Clanco Management Corp. 30195 Chagrin Blvd., Suite 250 Cleveland, OH 44124 Phone: (216) 831-9667 Fax: (216) 831-3779 Growth in discretionary assets: $667,078,348 2006: Discretionary Assets: $17,944,692 Discretionary Accounts: 5 Total Assets: $645,994,240 Total Accounts: 117 2008: Discretionary Assets: $685,023,040 Discretionary Accounts: 156 Total Assets: $952,682,752 Total Accounts: 158 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: 26-100 Number of Financial planning clients: 11-50 Contact: James Wert, president 20). Brighton Jones 506 Second Ave., 27th Floor Seattle, WA 98104 Phone: (206) 329-5546 Fax: (206) 329-8843 brightonjones.com Growth in discretionary assets: $597,086,016 2006: Discretionary Assets: $907,000,000 Discretionary Accounts: 275 Total Assets: $907,000,000 Total Accounts: 275 2008: Discretionary Assets: $1,504,086,016 Discretionary Accounts: 366 Total Assets: $1,504,086,016 Total Accounts: 366 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 501-1,000 Contact: Alan Spragins, CFO 21). Bingham Osborn & Scarborough 345 California St., Suite 1100 San Francisco, CA 94104 Phone: (415) 781-8535 Fax: (415) 291-9575 bosinvest.com Growth in discretionary assets: $583,996,032 2006: Discretionary Assets: $886,403,968 Discretionary Accounts: 1,393 Total Assets: $1,450,342,016 Total Accounts: 2,487 2008: Discretionary Assets: $1,470,400,000 Discretionary Accounts: 1,881 Total Assets: $2,100,000,000 Total Accounts: 2,921 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 1000+ Contact: Earl Osborn, founder 22). Willis Investment Counsel 710 Green St. Gainesville, GA 30501 Phone: (770) 718-0706 Fax: (770) 718-0805 wicinvest.com Growth in discretionary assets: $559,059,136 2006: Discretionary Assets: $158,963,008 Discretionary Accounts: 105 Total Assets: $485,641,984 Total Accounts: 109 2008: Discretionary Assets: $718,022,144 Discretionary Accounts: 195 Total Assets: $722,005,184 Total Accounts: 202 Number of Employees: 6-10 Number of Investment advisers: 1-5 Number of Clients: 101-250 Number of Financial planning clients: 1-5 Contact: ‑Robert Pennington, CEO 23). Northwest Capital Management 12511 S.W. 68th Ave. Portland OR 97223 Phone: (503) 597-1616 Fax: (503) 597-1649 nwcapital.com Growth in discretionary assets: $558,988,256 2006: Discretionary Assets: $236,678,624 Discretionary Accounts: 0 Total Assets: $259,796,000 Accounts: 617 2008: Discretionary Assets: $795,666,880 Discretionary Accounts: 744 Total Assets: $872,352,704 Total Accounts: 845 Number of Employees: 6-10 Number of Investment advisers: 1-5 Number of Clients: 251-500 Number of Financial planning clients: 51-250 Contact: ‑Frederick S. Payne, president 24). Robertson Griege & Thoele 5950 Sherry Lane, Suite 700 Dallas, TX 75225 Phone: (214) 360-7000 Fax: (214) 360-7010 rgtnet.com Growth in discretionary assets: $556,605,472 2006: Discretionary Assets: $785,094,528 Discretionary Accounts: 252 Total Assets: $785,094,528 Total Accounts: 252 2008: Discretionary Assets: $1,341,700,000 Discretionary Accounts: 260 Total Assets: $1,335,000,000 Total Accounts: 308 Number of Employees: 11-50 Investment advisers: 6-10 Clients: 101-250 Financial planning clients: 251-500 Contact: Charles Thoele, partner 25). Homrich & Berg One Buckhead Plaza, Suite 830 3060 Peachtree Road N.W. Atlanta, GA 30305 Phone: (404) 264-1400 Fax: (404) 237-5114 homrich-berg.com Growth in discretionary assets: $554,597,440 2006: Discretionary Assets: $1,033,633,984 Discretionary Accounts: 2,373 Total Assets: $1,307,469,952 Total Accounts: 2,451 2008: Discretionary Assets: $1,588,231,424 Discretionary Accounts: 2,244 Total Assets: $1,675,761,280 Total Accounts: 2,335 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 501-1,000 Contact: Andrew Berg, CEO 26). Ballamor Capital Management 555 E. Lancaster Ave., Suite 500 Radnor, PA 19087 Phone: (484) 598-2500 Fax: (484) 598-2510 ballamorcapital.com Growth in discretionary assets: $546,928,640 2006: Discretionary Assets: $1,707,000,064 Discretionary Accounts: 75 Total Assets: $1,843,399,936 Total Accounts: 85 2008: Discretionary Assets: $2,253,928,704 Discretionary Accounts: 98 Total Assets: $2,543,994,880 Total Accounts:105 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: 101-250 Number of Financial planning clients: 0 Contact: Douglas Kloppenburg, president 27). Capital Investment Counsel 210 University Blvd., Suite 550 Denver, CO 80206 Phone: (303) 329-9000 Fax: (303) 329-9666 cicinvestments.com Growth in discretionary assets: $540,040,320 2006: Discretionary Assets: $816,240,768 Discretionary Accounts: 1,687 Total Assets: $816,240,768 Total Accounts: 1,687 2008: Discretionary Assets: $1,356,281,088 Discretionary Accounts: 2,827 Total Assets: $1,356,281,088 Total Accounts: 2,827 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 1-5 Contact: Clark Johnson, president 28). Plancorp Inc. 540 Maryville Centre, Suite 105 St. Louis, MO 63141 Phone: (636) 532-7824 Fax: (636) 532-0274 plancorp.com, zeroalphagroup.com Growth in discretionary assets: $515,485,056 2006: Discretionary Assets: $841,711,872 Discretionary Accounts: 1,870 Total Assets: $905,312,000 Total Accounts: 2,012 2008: Discretionary Assets: $1,357,196,928 Discretionary Accounts: 2,430 Total Assets: $1,470,439,936 Total Accounts: 2,553 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 251-500 Contact: Jeffrey Buckner, president 29). Pettinga Financial Advisors 501 Main St., Suite 100 Evansville, IN 47708 Phone: (812) 436-4000 Fax: (812) 436-4004 pettinga.com Growth in discretionary assets: $507,039,616 2006: Discretionary Assets: $0 Discretionary Accounts: 0 Total Assets: $464,651,040 Total Accounts: 374 2008: Discretionary Assets: $507,039,616 Discretionary Accounts: 422 Total Assets: $507,039,616 Total Accounts: 422 Number of Employees: 6-10 Number of Investment advisers: 1-5 Number of Clients: 251-500 Number of Financial planning clients: 6-10 Contact: Mark Pettinga, president 30). Adviser Investments 85 Wells Ave., Suite 109 Newton, MA 02459 Phone: (617) 321-2200 Fax: (617) 321-2210 adviserinvestments.com Growth in discretionary assets: $494,219,904 2006: Discretionary Assets: $806,780,032 Discretionary Accounts: 3,041 Total Assets: N/A Total Accounts: N/A 2008: Discretionary Assets: $1,300,999,936 Discretionary Accounts: 4,195 Total Assets: $1,300,999,936 Total Accounts: 4,195 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 0 Contact: Daniel Silver, president 31). Mill Creek Capital 300 Conshohocken State Road, Suite 665 Conshohocken, PA 19428 Phone: (610) 941-7700 Fax: (610) 941-9792 millcreekcap.com Growth in discretionary assets: $480,445,248 2006: Discretionary Assets: $405,000,000 Discretionary Accounts: 50 Total Assets: $905,312,000 Total Accounts: 2,012 2008: Discretionary Assets: $885,445,248 Discretionary Accounts: 11,012 Total Assets: $885,445,248 Total Accounts: 11,012 Number of Employees: 6-10 Number of Investment advisers: 1-5 Number of Clients: 26-100 Number of Financial planning clients: 0 Contact: Richard Stevens, CEO 32). TCI Wealth Management 1853 N. Kolb Tucson, AZ 85715 Phone: (520) 733-1477 Fax: (520) 733-1488 tciwealth.com Growth in discretionary assets: $462,841,152 2006: Discretionary Assets: $464,477,568 Discretionary Accounts: 2,173 Total Assets: $469,014,464 Accounts: 2,201 2008: Discretionary Assets: $927,318,720 Discretionary Accounts: 2,736 Total Assets: $931,733,184 Total Accounts: 2,769 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: more than 500 Number of Financial planning clients: 11-50 Contact: Robert Swift, president 33). Cornerstone Advisors 10885 N.E. Fourth St., Suite 1400 Bellevue, WA 98004 Phone: (425) 646-7600 Fax: (425) 646-7601 buildbeyond.com Growth in discretionary assets: $460,743,040 2006: Discretionary Assets: $1,545,299,968 Discretionary Accounts: 1,082 Total Assets: $1,650,700,032 Total Accounts: 1,699 2008: Discretionary Assets: $2,006,043,008 Discretionary Accounts: 1,670 Total Assets: $2,006,043,008 Total Accounts: 1,670 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 501-1,000 Contact: Robert Trenner, CCO 34). Foundation Resource Management 401 W. Capitol, Suite 503 Little Rock, AR 72201 Phone: (501) 604-3190 Fax: (501) 604-3195 foundationresourcemanagement.com Growth in discretionary assets: $456,367,104 2006: Discretionary Assets: $1,050,985,856 Discretionary Accounts: 92 Total Assets: $1,050,985,856 Total Accounts: 92 2008: Discretionary Assets: $1,507,352,960 Discretionary Accounts: 112 Total Assets: $1,507,352,960 Total Accounts: 112 Number of Employees: 6-10 Number of Investment advisers: 1-5 Number of Clients: 101-250 Number of Financial planning clients: 0 Contact: Mark Millsap, president 35). Balasa Dinverno & Foltz 500 Park Blvd., Suite 1400 Itasca, IL 60143 Phone: (630) 875-4900 Fax: (630) 875-1150 bdfllc.com Growth in discretionary assets: $455,387,840 2006: Discretionary Assets: $860,007,232 Discretionary Accounts: 2,103 Total Assets: $1,008,011,968 Total Accounts: 2,150 2008: Discretionary Assets: $1,315,395,072 Discretionary Accounts: 2,728 Total Assets: $1,488,205,184 Total Accounts: 2,777 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 1-5 Contact: Armond Dinverno,co-president 36). Mintz Levin Financial Advisors One Financial Center Boston, MA 02111 Phone: (617) 542-6000, (617) 348-1737 Fax: (617) 542-2241 mintzlevinfinancial.com Growth in discretionary assets: $451,177,760 2006: Discretionary Assets: $369,716,128 Discretionary Accounts: 266 Total Assets: $955,979,264 Total Accounts: 348 2008: Discretionary Assets: $820,893,888 Discretionary Accounts: 230 Total Assets: $1,136,964,224 Total Accounts: 381 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 501-1000 Contact: Robert Glovsky, president 37). True North Advisors 8350 N. Central Expressway, Suite 725 Dallas, TX 75206 Phone: (214) 360-7300 Fax: (214) 360-7301 truenorthadvisors.com Growth in discretionary assets: $450,131,456 2006: Discretionary Assets: $624,868,544 Discretionary Accounts: 439 Total Assets: $797,000,000 Total Accounts: 448 2008: Discretionary Assets: $1,075,000,000 Discretionary Accounts: 3,254 Total Assets: $1,075,000,000 Total Accounts: 3,254 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: N/A Contact: Scott Wood, principal 38). Hufford Financial Advisors 8888 Keystone Crossing, Suite 1111 Indianapolis, IN 46240 Phone: (317) 848-4987 Fax: (317) 573-4984 huffordfinancial.com Growth in discretionary assets: $425,326,176 2006: Discretionary Assets: $0 Discretionary Accounts: 0 Total Assets: $0 Total Accounts: 0 2008: Discretionary Assets: $425,326,176 Discretionary Accounts: 1,757 Total Assets: $425,326,176 Total Accounts: 1,757 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: 501-1,000 Contact: Brian Hufford, CEO 39). The Milestone Group 370 17th St., Suite 3100 Denver, CO 80202 Phone: (303) 539-0100 Fax: (303) 539-0101 themilestonegroup.com Growth in discretionary assets: $415,290,112 2006: Discretionary Assets: $730,124,544 Discretionary Accounts: 633 Total Assets: $730,124,544 Total Accounts: 633 2008: Discretionary Assets: $1,145,414,656 Discretionary Accounts: 911 Total Assets: $1,188,020,864 Total Accounts: 929 Number of Employees: 11-50 Investment advisers: 6-10 Clients: 101-250 Financial planning clients: 251-500 Contact:Eric Koeplin, managing director 40). Founders Financial Network 10050 N. Wolfe Rd., SW1-281 Cupertino, CA 95014 Phone: (408) 366-8920 Fax: (408) 366-8925 foundersfinancial.net Growth in discretionary assets: $414,507,544 2006: Discretionary Assets: $68,037,576 Discretionary Accounts: 8 Total Assets: $68,037,576 Total Accounts: 8 2008: Discretionary Assets: $482,545,120 Discretionary Accounts: 244 Total Assets: $482,545,120 Total Accounts: 244 Number of Employees: 6-10 Number of Investment advisers: 6-10 Number of Clients: 26-100 Number of Financial planning clients: 51-250 Contact: Bob Kresek, president 41). MyCIO Wealth Partners Cira Centre 2929 Arch St., Suite 650 Philadelphia, PA 19104 Phone: (267) 295-2280 Fax: (267) 295-2279 myciowp.com Growth in discretionary assets: $409,105,024 2006: Discretionary Assets: $848,000,000 Discretionary Accounts: 734 Total Assets: $2,045,822,720 Total Accounts: 1,056 2008: Discretionary Assets: $1,257,105,024 Discretionary Accounts: 1,211 Total Assets: $4,510,602,752 Total Accounts: 2,367 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 51-250 Contact: David Lees,managing member 42). Manchester Capital 3657 Main St. Manchester, VT 05254 Phone: (802) 362-4410 Fax: (802) 362-1377 mcmllc.com Growth in discretionary assets: $394,716,928 2006: Discretionary Assets: $737,100,032 Discretionary Accounts: 438 Total Assets: $968,400,000 Total Accounts: 445 2008: Discretionary Assets: $1,131,816,960 Discretionary Accounts: 472 Total Assets: $1,550,231,040 Total Accounts: 647 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: 101-250 Number of Financial planning clients: 11-50 Contact: Edward Cronin, president, CIO 43). Charles D. Haines 600 University Park Place, Suite 501 Birmingham, AL 35209 Phone: (205) 871-3334 Fax: (205) 879-1114 charlesdhaines.com Growth in discretionary assets: $391,493,088 2006: Discretionary Assets: $74,035,552 Discretionary Accounts: 215 Total Assets: $440,017,152 Total Accounts: 483 2008: Discretionary Assets: $465,528,640 Discretionary Accounts: 491 Total Assets: $525,626,816 Total Accounts: 534 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: 251-500 Number of Financial planning clients: 501-1,000 Contact: Charlie Haines, founder 44). Laird Norton Tyee Asset Strategies 801 Second Ave., Suite 1600 Seattle, WA 98104 Phone: (206) 464-5100 Fax: (206) 464-5267 lntyee.com Growth in discretionary assets: $384,683,008 2006: Discretionary Assets: $1,124,219,776 Discretionary Accounts: 864 Total Assets: $1,293,885,952 Total Accounts: 1,186 2008: Discretionary Assets: $1,508,902,784 Discretionary Accounts: 944 Total Assets: $1,831,990,016 Total Accounts: 1,295 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 501-1,000 Contact: Lynne Langseth, president 45). KSM Capital Advisors 800 E. 96th St., Suite 500 Indianapolis, IN 46240 Phone: (317) 571-3400 Fax: (317) 580-2117 ksmca.com Growth in discretionary assets: $354,577,105 2006: Discretionary Assets: $15,614,095 Discretionary Accounts: 63 Total Assets: $172,231,296 Total Accounts: 292 2008: Discretionary Assets: $370,191,200 Discretionary Accounts: 792 Total Assets: $513,454,816 Total Accounts: 867 Number of Employees: 6-10 Number of Investment advisers: 1-5 Number of Clients: 101-250 Number of Financial planning clients: 11-50 Contact: Karen Mersereau, managing director 46). Dowling & Yahnke 12340 El Camino Real, Suite 300 San Diego, CA 92130 Phone: (858) 509-9500 Fax: (858) 509-9520 dyinc.com Growth in discretionary assets: $348,962,432 2006: Discretionary Assets: $982,648,704 Discretionary Accounts: 1,912 Total Assets: $982,648,704 Total Accounts: 1,912 2008: Discretionary Assets: $1,331,611,136 Discretionary Accounts: 2,150 Total Assets: $1,331,611,136 Total Accounts: 2,150 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: more than 500 Number of Financial planning clients: 1-5 Contact: John Day, president 47). Wescott Financial 30 S. 17th St. Philadelphia, PA 19103 Phone: (215) 979-1600 Fax: (215) 979-1617 wescott.com Growth in discretionary assets: $348,490,816 2006: Discretionary Assets: $629,923,968 Discretionary Accounts: 225 Total Assets: $949,348,992 Total Accounts: 235 2008: Discretionary Assets: $978,414,784 Discretionary Accounts: 283 Total Assets: $1,488,213,760 Total Accounts: 293 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: 251-500 Number of Financial planning clients: 251-500 Contact: Grant Rawdin, CEO 48). Bradley Foster & Sargent 185 Asylum St., City Place II Hartford, CT 06103 Phone: (860) 527-8050 Fax: (860) 527-0775 bfsinvest.com Growth in discretionary assets: $339,950,528 2006: Discretionary Assets: $802,075,200 Discretionary Accounts: 1,154 Total Assets: $807,283,456 Total Accounts: 1,156 2008: Discretionary Assets: $1,142,025,728 Discretionary Accounts: 1,445 Total Asset: $1,148,073,344 Total Accounts: 1,447 Number of Employees: 11-50 Number of Investment advisers: 11-50 Number of Clients: more than 500 Number of Financial planning clients: N/A Contact: Robert Bradley, president 49). Longvue Advisors 535 Boylston St. Boston, MA 02116 Phone: (617) 424-5810 Fax: (617) 424-5815 longv.com Growth in discretionary assets: $334,698,000 2006: Discretionary Assets: $750,000,000 Discretionary Accounts: 44 Total Assets: $750,000,000 Total Accounts: 44 2008: Discretionary Assets: $1,084,698,000 Discretionary Accounts: 101 Total Assets: $1,084,698,000 Total Accounts: 101 Number of Employees: 11-50 Number of Investment advisers: 1-5 Number of Clients: 101-250 Number of Financial planning clients: 51-100 Contact: Randy Hustvedt,managing partner 50). Hewins Financial Advisors 950 Tower Lane, Suite 1100 Foster City, CA 94404 Phone: (650) 620-3040 Fax: (650) 372-0813 hewinsfinancial.com Growth in discretionary assets: $334,000,000 2006: Discretionary Assets: $0 Discretionary Accounts: 0 Total Assets: $1,308,091,392 Total Accounts: 392 2008: Discretionary Assets: $334,000,000 Discretionary Accounts: 2,441 Total Asset: $2,224,000,000 Total Accounts: 2,999 Number of Employees: 11-50 Number of Investment advisers: 6-10 Number of Clients: 101-250 Number of Financial planning clients: 51-250 Contact: Roger Hewins, president