|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$89.3M
|
+$15.6M
|
+2,165,562
|
+22%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$88.7M
|
+$3.09M
|
+429,156
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.4M
|
+$14.4M
|
+2,001,642
|
+24%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$45.6M
|
+$2.56M
|
+355,434
|
+6%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$41M
|
+$12.8M
|
+1,782,810
|
+48%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$18.7M
|
+$98.7K
|
+13,728
|
+0.6%
|
|
|
7
|
|
$15.9M
|
+$954K
|
+132,624
|
+7%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.6M
|
+$11.1M
|
+1,544,862
|
New
|
|
|
9
|
Gateway Advisory
Westfield,
New Jersey
|
$9.79M
|
-$1.25K
|
-174
|
-0%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$9.68M
|
+$1.24M
|
+172,050
|
+15%
|
|
|
11
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$9.46M
|
+$1.07M
|
+148,164
|
+13%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.97M
|
-$1.76M
|
-245,310
|
-21%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$5.55M
|
-$1.34M
|
-186,948
|
-20%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$5.18M
|
+$1.01M
|
+140,970
|
+26%
|
|
|
15
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.86M
|
-$108K
|
-15,060
|
-2%
|
|
|
16
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$4.73M
|
+$194K
|
+26,982
|
+4%
|
|
|
17
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$4.08M
|
+$99.6K
|
+13,854
|
+3%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.95M
|
+$3.79M
|
+526,824
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.75M
|
+$145K
|
+20,178
|
+4%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$3.74M
|
-$167K
|
-23,220
|
-4%
|
|
|
21
|
Madden Advisory Services
Jacksonville,
Florida
|
$3.71M
|
+$260K
|
+36,222
|
+8%
|
|
|
22
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.24M
|
+$22.2K
|
+3,090
|
+0.7%
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.17M
|
+$106K
|
+14,676
|
+4%
|
|
|
24
|
Bouchey Financial Group
Troy,
New York
|
$2.43M
|
+$2.32M
|
+323,004
|
New
|
|
|
25
|
Strategic Advisors
New York
|
$2.42M
|
+$1.29M
|
+179,154
|
+125%
|
|
