|
1
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
+$131M
|
+5,232,138
|
+434%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$129M
|
-$5.09M
|
-202,792
|
-4%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$29.9M
|
-$8.66M
|
-344,992
|
-22%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$23.5M
|
+$3.72M
|
+148,280
|
+19%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$23.2M
|
-$203K
|
-8,100
|
-0.9%
|
|
|
6
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$22.6M
|
+$3.69M
|
+146,974
|
+19%
|
|
|
7
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$20.4M
|
+$99K
|
+3,942
|
+0.5%
|
|
|
8
|
Leavell Investment Management
Mobile,
Alabama
|
$17M
|
+$389K
|
+15,490
|
+2%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.8M
|
+$1.12M
|
+44,414
|
+7%
|
|
|
10
|
|
$16.2M
|
+$663K
|
+26,416
|
+4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.1M
|
+$2.34M
|
+93,158
|
+17%
|
|
|
12
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.3M
|
-$1.19M
|
-47,514
|
-8%
|
|
|
13
|
Corrigan Financial
Middletown,
Rhode Island
|
$12.7M
|
+$705K
|
+28,088
|
+6%
|
|
|
14
|
Bangor Savings Bank
Bangor,
Maine
|
$12.6M
|
+$1.08M
|
+43,008
|
+9%
|
|
|
15
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.3M
|
-$49.5K
|
-1,972
|
-0.5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.87M
|
+$3.12M
|
+124,446
|
+46%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$8.82M
|
+$2.92M
|
+116,186
|
+49%
|
|
|
18
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$8.2M
|
+$8.22M
|
+327,602
|
New
|
|
|
19
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$8.06M
|
-$1M
|
-39,850
|
-11%
|
|
|
20
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8M
|
+$8.03M
|
+319,788
|
New
|
|
|
21
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$7.88M
|
-$88.8K
|
-3,538
|
-1%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.34M
|
+$602K
|
+23,988
|
+9%
|
|
|
23
|
Allen Capital Group
Grand Island,
Nebraska
|
$7.07M
|
+$7.09M
|
+282,468
|
New
|
|
|
24
|
Callahan Advisors
Houston,
Texas
|
$6.9M
|
-$954K
|
-37,994
|
-12%
|
|
|
25
|
Scharf Investments
Los Gatos,
California
|
$6.75M
|
-$1.36M
|
-54,360
|
-17%
|
|
