|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$169M
|
+$40.1M
|
+1,606,886
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
+$1.09M
|
+43,740
|
+0.7%
|
|
|
3
|
IndexIQ Advisors
New York
|
$32.7M
|
+$30.7M
|
+1,230,222
|
+1,536%
|
|
|
4
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$29.9M
|
+$7.44M
|
+298,654
|
+33%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$26.9M
|
+$3.55M
|
+142,432
|
+15%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$23.3M
|
+$219K
|
+8,804
|
+1%
|
|
|
7
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$21.3M
|
+$988K
|
+39,638
|
+5%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.6M
|
+$2.59M
|
+104,034
|
+16%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$17.9M
|
+$1.19M
|
+47,914
|
+7%
|
|
|
10
|
Corrigan Financial
Middletown,
Rhode Island
|
$17.2M
|
+$4.54M
|
+182,076
|
+36%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$16.1M
|
-$862K
|
-34,568
|
-5%
|
|
|
12
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$14.9M
|
-$14.9M
|
-599,602
|
-50%
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$14.2M
|
+$14.2M
|
+569,340
|
+116,192%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$13.6M
|
+$4.82M
|
+193,290
|
+55%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$13M
|
+$13M
|
+522,396
|
New
|
|
|
16
|
|
$12.4M
|
-$3.69M
|
-147,978
|
-23%
|
|
|
17
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.4M
|
+$4.45M
|
+178,576
|
+56%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$12.3M
|
-$202K
|
-8,106
|
-2%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.53M
|
-$760K
|
-30,480
|
-7%
|
|
|
20
|
INVST
Indianapolis,
Indiana
|
$9.51M
|
+$5.82M
|
+233,500
|
+157%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.1M
|
-$736K
|
-29,542
|
-7%
|
|
|
22
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$8.96M
|
+$794K
|
+31,846
|
+10%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$8.93M
|
+$7.4M
|
+297,024
|
+485%
|
|
|
24
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$8.67M
|
+$640K
|
+25,664
|
+8%
|
|
|
25
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$8.61M
|
+$764K
|
+30,664
|
+10%
|
|
