|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$106M
|
+$10.8M
|
+427,066
|
+11%
|
|
|
2
|
IndexIQ Advisors
New York
|
$43.4M
|
-$9.69M
|
-384,024
|
-18%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$37M
|
+$4.72M
|
+187,230
|
+15%
|
|
|
4
|
Leavell Investment Management
Mobile,
Alabama
|
$29.4M
|
-$21.7M
|
-860,730
|
-42%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$14.3M
|
+566,686
|
+105%
|
|
|
6
|
SFMG Wealth Advisors
Plano,
Texas
|
$27.4M
|
-$728K
|
-28,842
|
-3%
|
|
|
7
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$20.5M
|
+$400K
|
+15,842
|
+2%
|
|
|
8
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$19M
|
+$110K
|
+4,358
|
+0.6%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$13.9M
|
+$1.7M
|
+67,336
|
+14%
|
|
|
10
|
Corrigan Financial
Middletown,
Rhode Island
|
$11.7M
|
+$1M
|
+39,772
|
+9%
|
|
|
11
|
Bangor Savings Bank
Bangor,
Maine
|
$10.7M
|
+$523K
|
+20,728
|
+5%
|
|
|
12
|
Smart Portfolios LLC
Seattle,
Washington
|
$10M
|
–
|
–
|
–
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.84M
|
+$1.66M
|
+65,688
|
+20%
|
|
|
14
|
Callahan Advisors
Houston,
Texas
|
$9.48M
|
-$702K
|
-27,806
|
-7%
|
|
|
15
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$8.99M
|
+$1.52M
|
+60,216
|
+20%
|
|
|
16
|
Scharf Investments
Los Gatos,
California
|
$8.42M
|
+$8.43M
|
+334,138
|
New
|
|
|
17
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$8.09M
|
-$27.7K
|
-1,098
|
-0.3%
|
|
|
18
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$7.67M
|
+$512K
|
+20,278
|
+7%
|
|
|
19
|
Financial Engines Advisors
Santa Clara,
California
|
$7.31M
|
–
|
–
|
–
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.71M
|
-$24.3K
|
-964
|
-0.4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.44M
|
-$595K
|
-23,596
|
-8%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.8M
|
+$121K
|
+4,794
|
+2%
|
|
|
23
|
Evermay Wealth Management
Arlington,
Virginia
|
$5.48M
|
-$2.42M
|
-95,832
|
-31%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.2M
|
-$6.76M
|
-268,072
|
-57%
|
|
|
25
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$5M
|
+$5M
|
+198,180
|
New
|
|
