|
1
|
Wealthfront
Palo Alto,
California
|
$103M
|
+$16.3M
|
+1,946,460
|
+19%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$85.3M
|
-$2.61M
|
-312,528
|
-3%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$64.5M
|
-$1.31M
|
-156,822
|
-2%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$56.5M
|
-$15.1M
|
-1,800,000
|
-21%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$53.4M
|
-$12.2M
|
-1,453,962
|
-19%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$47.4M
|
-$20.3K
|
-2,424
|
-0%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$39.6M
|
+$788K
|
+94,212
|
+2%
|
|
|
8
|
Agilis Partners
Waltham,
Massachusetts
|
$37.3M
|
+$2.47M
|
+294,936
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
-$12.6M
|
-1,504,584
|
-26%
|
|
|
10
|
HT Partners
Centerbrook,
Connecticut
|
$33.3M
|
+$5.11M
|
+610,794
|
+18%
|
|
|
11
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$32.3M
|
+$27.8M
|
+3,321,576
|
+637%
|
|
|
12
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$31.7M
|
-$21.2M
|
-2,533,116
|
-40%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$29.5M
|
+$27.5M
|
+3,291,594
|
+1,539%
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$27M
|
+$273K
|
+32,646
|
+1%
|
|
|
15
|
Apriem Advisors
Irvine,
California
|
$26.2M
|
+$2.64M
|
+315,834
|
+11%
|
|
|
16
|
Evensky & Katz
Coral Gables,
Florida
|
$24.1M
|
+$5.77M
|
+690,522
|
+32%
|
|
|
17
|
|
$17.8M
|
+$5.51M
|
+658,830
|
+45%
|
|
|
18
|
BCWM LLC
Overland Park,
Kansas
|
$17.7M
|
-$31K
|
-3,702
|
-2%
|
|
|
19
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$16.2M
|
-$389K
|
-46,494
|
-2%
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$14.8M
|
+$56.4K
|
+6,750
|
+0.4%
|
|
|
21
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$14.6M
|
+$3.58M
|
+428,178
|
+33%
|
|
|
22
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.3M
|
-$59.8K
|
-7,146
|
-0.4%
|
|
|
23
|
Financial Management Professionals
Austin,
Texas
|
$12.3M
|
-$2.58M
|
-308,736
|
-17%
|
|
|
24
|
North Star Asset Management
Neenah,
Wisconsin
|
$11.7M
|
+$2.88M
|
+344,070
|
+33%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$11.2M
|
-$967K
|
-115,596
|
-8%
|
|
