|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$87.2M
|
-$3.41M
|
-456,306
|
-4%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$86.1M
|
-$4.05M
|
-541,974
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$76M
|
-$1.5M
|
-200,736
|
-2%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$44.1M
|
+$2.42M
|
+322,818
|
+6%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$43.3M
|
-$2.91M
|
-389,484
|
-6%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$27.8M
|
+$15.7M
|
+2,105,100
|
+136%
|
|
|
7
|
HT Partners
Centerbrook,
Connecticut
|
$17.6M
|
-$1.4M
|
-186,768
|
-7%
|
|
|
8
|
|
$16M
|
-$120K
|
-16,074
|
-0.8%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$12.9M
|
+$2.99M
|
+399,006
|
+31%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$12.1M
|
+$2.09M
|
+278,790
|
+21%
|
|
|
11
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$10.3M
|
+$692K
|
+92,556
|
+7%
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$8.33M
|
+$8.16M
|
+1,090,662
|
+40,757%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7.19M
|
+$1.89M
|
+253,092
|
+37%
|
|
|
14
|
|
$5.89M
|
+$3.46M
|
+461,982
|
+148%
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.87M
|
+$2.6M
|
+347,130
|
+82%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$5.03M
|
-$600K
|
-80,166
|
-11%
|
|
|
17
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.89M
|
-$37.1K
|
-4,962
|
-0.8%
|
|
|
18
|
Financial Management Professionals
Austin,
Texas
|
$4.79M
|
+$4.71M
|
+629,262
|
+953,427%
|
|
|
19
|
North Star Asset Management
Neenah,
Wisconsin
|
$4.61M
|
+$1.29M
|
+172,566
|
+40%
|
|
|
20
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$4.56M
|
-$245K
|
-32,760
|
-5%
|
|
|
21
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.26M
|
+$485K
|
+64,836
|
+13%
|
|
|
22
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$4.08M
|
-$64K
|
-8,550
|
-2%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.01M
|
–
|
–
|
–
|
|
|
24
|
Vigilant Capital Management
Portland,
Maine
|
$3.36M
|
-$423K
|
-56,550
|
-11%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.15M
|
+$814K
|
+108,780
|
+36%
|
|
