|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$84.5M
|
-$1.68M
|
-210,252
|
-2%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$65.2M
|
-$11.7M
|
-1,460,580
|
-15%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$61M
|
+$26.6M
|
+3,321,870
|
+76%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.7M
|
-$13.7M
|
-1,713,456
|
-21%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$44.7M
|
-$868K
|
-108,576
|
-2%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$29.3M
|
+$279K
|
+34,902
|
+1%
|
|
|
7
|
HT Partners
Centerbrook,
Connecticut
|
$25.2M
|
-$4.57M
|
-572,076
|
-15%
|
|
|
8
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$25.1M
|
+$25.3M
|
+3,167,790
|
+98,870%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$24.4M
|
+$177K
|
+22,104
|
+0.7%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$17.3M
|
+$2.23M
|
+278,400
|
+15%
|
|
|
11
|
Gateway Advisory
Westfield,
New Jersey
|
$13.3M
|
+$283K
|
+35,388
|
+2%
|
|
|
12
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.1M
|
+$13.2M
|
+1,646,982
|
New
|
|
|
13
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$11.7M
|
+$459K
|
+57,384
|
+4%
|
|
|
14
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$10.5M
|
+$999K
|
+124,962
|
+10%
|
|
|
15
|
Wealthfront
Palo Alto,
California
|
$9.86M
|
+$9.93M
|
+1,241,472
|
+50,964%
|
|
|
16
|
|
$8.86M
|
+$8.94M
|
+1,118,022
|
New
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7.88M
|
-$215K
|
-26,898
|
-3%
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$7.68M
|
+$4.11M
|
+514,038
|
+113%
|
|
|
19
|
North Star Asset Management
Neenah,
Wisconsin
|
$7.12M
|
+$640K
|
+80,064
|
+10%
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$6.22M
|
-$474K
|
-59,268
|
-7%
|
|
|
21
|
SVA Wealth Management
Madison,
Wisconsin
|
$5.57M
|
+$128K
|
+16,008
|
+2%
|
|
|
22
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.57M
|
+$1.41M
|
+175,860
|
+33%
|
|
|
23
|
Financial Management Professionals
Austin,
Texas
|
$5.02M
|
-$95.8K
|
-11,976
|
-2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.86M
|
-$906K
|
-113,316
|
-16%
|
|
|
25
|
Homrich & Berg
Atlanta,
Georgia
|
$4.83M
|
+$91.1K
|
+11,400
|
+2%
|
|
