|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$86.8M
|
-$1.62M
|
-199,920
|
-2%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$85M
|
+$72.9M
|
+8,997,798
|
+723%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$70.7M
|
+$68.9M
|
+8,514,000
|
New
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$65M
|
+$1.07M
|
+132,150
|
+2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$64.5M
|
-$3.76M
|
-464,088
|
-6%
|
|
|
6
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$52.3M
|
+$25.3M
|
+3,130,356
|
+99%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.7M
|
-$5.27M
|
-650,412
|
-10%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$46.8M
|
-$67.1K
|
-8,292
|
-0.1%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$38.3M
|
+$7.43M
|
+917,628
|
+25%
|
|
|
10
|
Agilis Partners
Waltham,
Massachusetts
|
$34.4M
|
+$33.5M
|
+4,141,566
|
New
|
|
|
11
|
HT Partners
Centerbrook,
Connecticut
|
$27.9M
|
+$1.16M
|
+143,094
|
+4%
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
$26.4M
|
+$753K
|
+92,994
|
+3%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$23.3M
|
+$4.98M
|
+614,796
|
+28%
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$18.1M
|
+$15.9M
|
+1,962,012
|
+900%
|
|
|
15
|
BCWM LLC
Overland Park,
Kansas
|
$17.8M
|
-$19K
|
-2,346
|
-1%
|
|
|
16
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$16.3M
|
+$3.94M
|
+486,348
|
+33%
|
|
|
17
|
Financial Management Professionals
Austin,
Texas
|
$14.7M
|
+$9.17M
|
+1,131,960
|
+179%
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$14.5M
|
+$616K
|
+76,032
|
+5%
|
|
|
19
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.2M
|
+$476K
|
+58,752
|
+4%
|
|
|
20
|
|
$12.1M
|
+$11.8M
|
+1,451,496
|
New
|
|
|
21
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$12M
|
+$988K
|
+122,016
|
+9%
|
|
|
22
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$10.9M
|
+$2.76M
|
+341,436
|
+35%
|
|
|
23
|
Stancorp Investment Advisers
Portland,
Oregon
|
$9.35M
|
+$9.12M
|
+1,126,548
|
New
|
|
|
24
|
North Star Asset Management
Neenah,
Wisconsin
|
$8.69M
|
+$1.2M
|
+147,594
|
+16%
|
|
|
25
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.57M
|
+$309K
|
+38,148
|
+4%
|
|
