|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$136M
|
+$29.5M
|
+1,169,394
|
+28%
|
|
|
2
|
IndexIQ Advisors
New York
|
$121M
|
+$77.8M
|
+3,082,826
|
+179%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$38.8M
|
+$1.86M
|
+73,754
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30.4M
|
+$2.55M
|
+101,222
|
+9%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$27.2M
|
-$172K
|
-6,826
|
-0.6%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$23.5M
|
+$23.1M
|
+916,022
|
+4,968%
|
|
|
7
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$20.4M
|
-$25.3K
|
-1,004
|
-0.1%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$19.9M
|
+$12.6M
|
+500,866
|
+173%
|
|
|
9
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$19M
|
+$7.01K
|
+278
|
+0%
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$16.7M
|
-$12.6M
|
-500,694
|
-43%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$15.8M
|
+$1.92M
|
+76,002
|
+14%
|
|
|
12
|
|
$15.6M
|
+$13.7M
|
+542,784
|
+695%
|
|
|
13
|
Financial Consulate
Hunt Valley,
Maryland
|
$14.6M
|
+$12M
|
+474,928
|
+451%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.9M
|
+$4.05M
|
+160,442
|
+41%
|
|
|
15
|
Timber Hill
Greenwich,
Connecticut
|
$12.8M
|
+$12.8M
|
+507,842
|
New
|
|
|
16
|
Corrigan Financial
Middletown,
Rhode Island
|
$12.1M
|
+$353K
|
+13,996
|
+3%
|
|
|
17
|
Smart Portfolios LLC
Seattle,
Washington
|
$11.9M
|
+$1.85M
|
+73,464
|
+18%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$11.6M
|
+$852K
|
+33,780
|
+8%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.5M
|
+$5.53M
|
+219,150
|
+112%
|
|
|
20
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$9.12M
|
+$132K
|
+5,224
|
+1%
|
|
|
21
|
Scharf Investments
Los Gatos,
California
|
$8.17M
|
-$253K
|
-10,040
|
-3%
|
|
|
22
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$8.02M
|
-$63K
|
-2,498
|
-0.8%
|
|
|
23
|
Callahan Advisors
Houston,
Texas
|
$7.91M
|
-$1.57M
|
-62,176
|
-17%
|
|
|
24
|
INVST
Indianapolis,
Indiana
|
$7.73M
|
+$4.77M
|
+188,850
|
+160%
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.15M
|
+$2.64M
|
+104,550
|
+58%
|
|
