|
1
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
23,7 Mio. $
|
+23,7 Mio. $
|
+916.776
|
Neu
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
17,1 Mio. $
|
+19,2 Mio. $
|
+740.304
|
Neu
|
|
|
3
|
First Mercantile Trust
Cordova,
Tennessee
|
16,4 Mio. $
|
+16,4 Mio. $
|
+633.712
|
Neu
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
15,9 Mio. $
|
+7,37 Mio. $
|
+284.502
|
+87 %
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
13,9 Mio. $
|
+6,94 Mio. $
|
+267.948
|
+99 %
|
|
|
6
|
|
8,02 Mio. $
|
+8,02 Mio. $
|
+309.706
|
Neu
|
|
|
7
|
SVA Wealth Management
Madison,
Wisconsin
|
6,42 Mio. $
|
+569.667 $
|
+22.002
|
+10 %
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
5,88 Mio. $
|
+952.138 $
|
+36.774
|
+19 %
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
4,59 Mio. $
|
+187.766 $
|
+7.252
|
+4 %
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
4,13 Mio. $
|
+652.468 $
|
+25.200
|
+19 %
|
|
|
11
|
Courage Miller Partners
Norfolk,
Virginia
|
4,01 Mio. $
|
+172.283 $
|
+6.654
|
+4 %
|
|
|
12
|
Planning Alternatives
Birmingham,
Michigan
|
4 Mio. $
|
+633.153 $
|
+24.454
|
+19 %
|
|
|
13
|
Pring Turner Capital Group
Alamo,
California
|
3,98 Mio. $
|
+3,98 Mio. $
|
+153.890
|
Neu
|
|
|
14
|
Bangor Savings Bank
Bangor,
Maine
|
3,92 Mio. $
|
+226.707 $
|
+8.756
|
+6 %
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
3,86 Mio. $
|
+205.165 $
|
+7.924
|
+6 %
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
3,64 Mio. $
|
+140.229 $
|
+5.416
|
+4 %
|
|
|
17
|
|
3,51 Mio. $
|
+2,53 Mio. $
|
+97.720
|
+258 %
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
3,27 Mio. $
|
-12.532 $
|
-484
|
-0,4 %
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
3,01 Mio. $
|
+3,01 Mio. $
|
+116.254
|
Neu
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
2,72 Mio. $
|
+119.205 $
|
+4.604
|
+5 %
|
|
|
21
|
Bartlett & Co
Cincinnati,
Ohio
|
1,82 Mio. $
|
+324.163 $
|
+12.520
|
+22 %
|
|
|
22
|
Madden Advisory Services
Jacksonville,
Florida
|
1,69 Mio. $
|
-75.345 $
|
-2.910
|
-4 %
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
1,63 Mio. $
|
+62.917 $
|
+2.430
|
+4 %
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
1,4 Mio. $
|
+36.766 $
|
+1.420
|
+3 %
|
|
|
25
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
1,21 Mio. $
|
-3.107 $
|
-120
|
-0,3 %
|
|
