|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$86.4M
|
-$3.32M
|
-431,094
|
-4%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$77.1M
|
-$13.5M
|
-1,752,990
|
-15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.5M
|
-$13.5M
|
-1,749,522
|
-18%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$45.7M
|
+$505K
|
+65,508
|
+1%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$34.8M
|
-$10.9M
|
-1,410,618
|
-24%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$30.4M
|
+$11.5M
|
+1,487,886
|
+64%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$29.1M
|
+$78.6K
|
+10,194
|
+0.3%
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$24.4M
|
+$23.6M
|
+3,061,782
|
New
|
|
|
9
|
|
$16.5M
|
-$190K
|
-24,588
|
-1%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$15.2M
|
+$1.69M
|
+218,958
|
+13%
|
|
|
11
|
Gateway Advisory
Westfield,
New Jersey
|
$13M
|
+$436K
|
+56,580
|
+4%
|
|
|
12
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$11.3M
|
+$553K
|
+71,694
|
+5%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.51M
|
+$9.22M
|
+1,195,188
|
New
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.12M
|
+$592K
|
+76,734
|
+8%
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$6.71M
|
+$572K
|
+74,124
|
+10%
|
|
|
16
|
North Star Asset Management
Neenah,
Wisconsin
|
$6.51M
|
+$1.65M
|
+213,486
|
+35%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.77M
|
+$4.8M
|
+622,386
|
+601%
|
|
|
18
|
SVA Wealth Management
Madison,
Wisconsin
|
$5.46M
|
+$5.3M
|
+687,042
|
New
|
|
|
19
|
Financial Management Professionals
Austin,
Texas
|
$5.13M
|
+$127K
|
+16,434
|
+3%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$4.75M
|
+$2.02M
|
+261,660
|
+78%
|
|
|
21
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.58M
|
+$121K
|
+15,720
|
+3%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$4.55M
|
-$678K
|
-87,894
|
-13%
|
|
|
23
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$4.47M
|
-$279K
|
-36,174
|
-6%
|
|
|
24
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$4.46M
|
+$201K
|
+26,016
|
+5%
|
|
|
25
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.4M
|
-$688K
|
-89,262
|
-14%
|
|
