|
1
|
Leavell Investment Management
Mobile,
Alabama
|
$49.3M
|
+$43.9M
|
+1,731,334
|
+820%
|
|
|
2
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$34M
|
+$416K
|
+16,416
|
+1%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$22.4M
|
+$22.4M
|
+881,964
|
New
|
|
|
4
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$12.5M
|
-$2.54M
|
-100,022
|
-17%
|
|
|
5
|
Callahan Advisors
Houston,
Texas
|
$12.2M
|
+$4.1M
|
+161,696
|
+50%
|
|
|
6
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$11.2M
|
+$203K
|
+8,026
|
+2%
|
|
|
7
|
Bangor Savings Bank
Bangor,
Maine
|
$8.49M
|
+$94.6K
|
+3,732
|
+1%
|
|
|
8
|
|
$8.27M
|
+$7.08M
|
+279,200
|
+604%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$7.04M
|
+$7.02M
|
+276,996
|
New
|
|
|
10
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$6.83M
|
-$195K
|
-7,698
|
-3%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$6.46M
|
+$6.45M
|
+254,242
|
New
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$5.88M
|
+$4.32M
|
+170,532
|
+280%
|
|
|
13
|
Evermay Wealth Management
Arlington,
Virginia
|
$5.84M
|
+$1.97M
|
+77,680
|
+51%
|
|
|
14
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.69M
|
+$432K
|
+17,054
|
+8%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.59M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5.47M
|
+$618K
|
+24,380
|
+13%
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.46M
|
-$244K
|
-9,618
|
-4%
|
|
|
18
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.78M
|
+$673K
|
+26,554
|
+16%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.43M
|
-$166K
|
-6,540
|
-4%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.39M
|
-$9.87M
|
-389,228
|
-69%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.33M
|
+$3.51M
|
+138,476
|
+431%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.71M
|
+$388K
|
+15,288
|
+12%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$3.41M
|
+$527K
|
+20,786
|
+18%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.16M
|
-$253K
|
-9,968
|
-7%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$2.94M
|
-$818K
|
-32,262
|
-22%
|
|
