|
1
|
United Capital Financial Advisors
Irving,
Texas
|
8,52 Mio. $
|
+1,21 Mio. $
|
+46.908
|
+17 %
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
7 Mio. $
|
+745.818 $
|
+28.942
|
+12 %
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
5,86 Mio. $
|
+5,82 Mio. $
|
+225.906
|
Neu
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
4,94 Mio. $
|
-31.799 $
|
-1.234
|
-0,6 %
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
4,41 Mio. $
|
-71.072 $
|
-2.758
|
-2 %
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
3,85 Mio. $
|
+401.436 $
|
+15.578
|
+12 %
|
|
|
7
|
Bangor Savings Bank
Bangor,
Maine
|
3,7 Mio. $
|
+188.735 $
|
+7.324
|
+5 %
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
3,66 Mio. $
|
+585.584 $
|
+22.724
|
+19 %
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
3,48 Mio. $
|
+618.723 $
|
+24.010
|
+22 %
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
3,46 Mio. $
|
+2,12 Mio. $
|
+82.096
|
+160 %
|
|
|
11
|
Planning Alternatives
Birmingham,
Michigan
|
3,38 Mio. $
|
+2,82 Mio. $
|
+109.610
|
+530 %
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
3,29 Mio. $
|
+1,09 Mio. $
|
+42.410
|
+50 %
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
2,61 Mio. $
|
+49.168 $
|
+1.908
|
+2 %
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
2,5 Mio. $
|
+2,48 Mio. $
|
+96.178
|
Neu
|
|
|
15
|
Madden Advisory Services
Jacksonville,
Florida
|
1,77 Mio. $
|
-105.912 $
|
-4.110
|
-6 %
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
1,57 Mio. $
|
+187.189 $
|
+7.264
|
+14 %
|
|
|
17
|
Bartlett & Co
Cincinnati,
Ohio
|
1,5 Mio. $
|
+138.846 $
|
+5.388
|
+10 %
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
1,36 Mio. $
|
+227.286 $
|
+8.820
|
+20 %
|
|
|
19
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
1,21 Mio. $
|
–
|
–
|
–
|
|
|
20
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
1,16 Mio. $
|
-26.491 $
|
-1.028
|
-2 %
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
1,08 Mio. $
|
+97.460 $
|
+3.782
|
+10 %
|
|
|
22
|
|
984.000 $
|
+150.751 $
|
+5.850
|
+18 %
|
|
|
23
|
|
953.000 $
|
+916.618 $
|
+35.570
|
+3.093 %
|
|
|
24
|
Alexandria Capital
Arlington,
Virginia
|
907.000 $
|
+901.156 $
|
+34.970
|
Neu
|
|
|
25
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
901.000 $
|
+128.177 $
|
+4.974
|
+17 %
|
|
