|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$78.1M
|
+$17.3M
|
+2,549,838
|
+29%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$66.7M
|
+$9.71M
|
+1,428,432
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$56M
|
+$8.76M
|
+1,288,842
|
+19%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$39.2M
|
+$12.9M
|
+1,895,904
|
+50%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$25.2M
|
+$1.64M
|
+241,440
|
+7%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$17M
|
+$6.46M
|
+950,028
|
+62%
|
|
|
7
|
|
$13.6M
|
+$985K
|
+144,912
|
+8%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$8.94M
|
-$14.6K
|
-2,148
|
-0.2%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.04M
|
+$3.44M
|
+506,646
|
+76%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$7.66M
|
+$3.07M
|
+451,038
|
+68%
|
|
|
11
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$7.62M
|
+$327K
|
+48,114
|
+5%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$6.35M
|
-$191K
|
-28,176
|
-3%
|
|
|
13
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.54M
|
-$22.1K
|
-3,258
|
-0.5%
|
|
|
14
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$4.14M
|
+$1.2M
|
+177,000
|
+41%
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.77M
|
+$304K
|
+44,766
|
+9%
|
|
|
16
|
Kanaly Trust
Houston,
Texas
|
$3.75M
|
-$29.7K
|
-4,368
|
-0.8%
|
|
|
17
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$3.65M
|
+$288K
|
+42,426
|
+9%
|
|
|
18
|
Vigilant Capital Management
Portland,
Maine
|
$3.57M
|
-$64.2K
|
-9,450
|
-2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.28M
|
+$3.26M
|
+479,406
|
New
|
|
|
20
|
Madden Advisory Services
Jacksonville,
Florida
|
$3.14M
|
+$150K
|
+22,026
|
+5%
|
|
|
21
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.94M
|
+$626K
|
+92,118
|
+27%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.79M
|
-$69.3K
|
-10,200
|
-2%
|
|
|
23
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$2.08M
|
+$34.5K
|
+5,082
|
+2%
|
|
|
24
|
Mairs & Power Inc
St Paul,
Minnesota
|
$2.07M
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.94M
|
+$426K
|
+62,724
|
+29%
|
|
