|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$92M
|
+$5.03M
|
+103,867
|
+6%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$46.6M
|
+$386K
|
+7,973
|
+0.8%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$31.7M
|
+$3.74M
|
+77,130
|
+14%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$31.6M
|
+$2.93M
|
+60,480
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
-$129K
|
-2,655
|
-0.6%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.6M
|
+$7.82M
|
+161,347
|
+91%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$15.7M
|
+$1.01M
|
+20,762
|
+7%
|
|
|
8
|
|
$15.7M
|
+$1.53M
|
+31,484
|
+11%
|
|
|
9
|
Park Avenue Securities
New York
|
$15.2M
|
-$417K
|
-8,594
|
-3%
|
|
|
10
|
|
$14.5M
|
+$624K
|
+12,865
|
+5%
|
|
|
11
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$11.8M
|
-$1.26M
|
-25,943
|
-10%
|
|
|
12
|
Astoria Portfolio Advisors
New York
|
$10.8M
|
+$3.86M
|
+79,728
|
+56%
|
|
|
13
|
Mattson Financial Services
Kentwood,
Michigan
|
$10.4M
|
+$478K
|
+9,869
|
+5%
|
|
|
14
|
Signal Advisors Wealth
Detroit,
Michigan
|
$10M
|
+$3.99M
|
+82,276
|
+68%
|
|
|
15
|
TPG Financial Advisors
Portland,
Oregon
|
$9.78M
|
+$9.66M
|
+199,230
|
New
|
|
|
16
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$9.67M
|
+$4.12M
|
+84,935
|
+76%
|
|
|
17
|
AMI Investment Management
Kendallville,
Indiana
|
$9.15M
|
-$3.12M
|
-64,341
|
-26%
|
|
|
18
|
Whitney & Co
Rochester,
New York
|
$8.29M
|
+$41.6K
|
+858
|
+0.5%
|
|
|
19
|
Savvy Advisors Inc
New York
|
$6.58M
|
+$484K
|
+9,990
|
+8%
|
|
|
20
|
Brown Financial Advisors
Milford,
Ohio
|
$6.27M
|
-$139K
|
-2,866
|
-2%
|
|
|
21
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$5.86M
|
-$45.4K
|
-937
|
-0.8%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.94M
|
+$444K
|
+9,157
|
+10%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.78M
|
+$17.7K
|
+365
|
+0.4%
|
|
|
24
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$4.73M
|
+$2.44M
|
+50,414
|
+110%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$4.12M
|
+$636K
|
+13,120
|
+19%
|
|
