|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$8.64億
|
+$2255万
|
+292,166
|
+3%
|
|
|
2
|
SignatureFD
Atlanta,
Georgia
|
$4.42億
|
+$2170万
|
+281,137
|
+5%
|
|
|
3
|
Advance Capital Management
Southfield,
Michigan
|
$2.98億
|
+$1025万
|
+132,819
|
+4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$2.62億
|
-$405万
|
-52,451
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.25億
|
+$3805万
|
+492,986
|
+20%
|
|
|
6
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.81億
|
+$2272万
|
+294,406
|
+14%
|
|
|
7
|
NEPC LLC
Boston,
Massachusetts
|
$1.78億
|
-$251万
|
-32,500
|
-1%
|
|
|
8
|
Martel Wealth Advisors
Vancouver,
Washington
|
$1.29億
|
+$709万
|
+91,834
|
+6%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$1.22億
|
+$1465万
|
+189,844
|
+14%
|
|
|
10
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.06億
|
+$1389万
|
+179,935
|
+15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1億
|
+$1801万
|
+233,353
|
+22%
|
|
|
12
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$8793万
|
+$383万
|
+49,682
|
+5%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$8348万
|
+$758万
|
+98,223
|
+10%
|
|
|
14
|
Verum Partners
Charlotte,
North Carolina
|
$8241万
|
+$5115万
|
+662,831
|
+164%
|
|
|
15
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$8211万
|
+$832万
|
+107,753
|
+11%
|
|
|
16
|
Alerus Financial
Grand Forks,
North Dakota
|
$7429万
|
+$101万
|
+13,142
|
+1%
|
|
|
17
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$6910万
|
+$84.4万
|
+10,938
|
+1%
|
|
|
18
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$6475万
|
+$114万
|
+14,722
|
+2%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5949万
|
-$938万
|
-121,560
|
-14%
|
|
|
20
|
Zhang Financial
Portage,
Michigan
|
$5616万
|
+$1558万
|
+201,837
|
+38%
|
|
|
21
|
Magnolia Wealth Management
Dothan,
Alabama
|
$5536万
|
+$568万
|
+73,569
|
+11%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$5342万
|
+$491万
|
+63,657
|
+10%
|
|
|
23
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5066万
|
+$349万
|
+45,230
|
+7%
|
|
|
24
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$4889万
|
+$325万
|
+42,095
|
+7%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$4595万
|
+$2638万
|
+341,854
|
+135%
|
|
