|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.79M
|
-$667K
|
-26,458
|
-6%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.98M
|
+$4.4M
|
+174,376
|
+174%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$5.21M
|
+$557K
|
+22,092
|
+12%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.26M
|
+$793K
|
+31,438
|
+23%
|
|
|
5
|
Bangor Savings Bank
Bangor,
Maine
|
$3.79M
|
+$64.8K
|
+2,570
|
+2%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$3.25M
|
-$311K
|
-12,320
|
-9%
|
|
|
7
|
Virtu KCG Holdings
New York
|
$3M
|
+$2.98M
|
+117,982
|
New
|
|
|
8
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.48M
|
-$1.17M
|
-46,548
|
-32%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$2.17M
|
+$165K
|
+6,542
|
+8%
|
|
|
10
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.09M
|
+$1.37M
|
+54,216
|
+193%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.92M
|
-$93.8K
|
-3,718
|
-5%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$1.65M
|
+$947K
|
+37,548
|
+137%
|
|
|
13
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.31M
|
-$88.5K
|
-3,510
|
-6%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$1.18M
|
-$46.1K
|
-1,826
|
-4%
|
|
|
15
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$975K
|
+$530K
|
+20,996
|
+121%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$713K
|
+$98.5K
|
+3,906
|
+16%
|
|
|
17
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$686K
|
+$36.6K
|
+1,450
|
+6%
|
|
|
18
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$659K
|
-$831K
|
-32,960
|
-56%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$404K
|
+$79.4K
|
+3,150
|
+25%
|
|
|
20
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$400K
|
-$10.1K
|
-400
|
-2%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$382K
|
+$57.5K
|
+2,280
|
+18%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$379K
|
+$376K
|
+14,926
|
+746,300%
|
|
|
23
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$322K
|
+$319K
|
+12,662
|
New
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$284K
|
+$57.6K
|
+2,282
|
+26%
|
|
|
25
|
Cubic Asset Management
Boston,
Massachusetts
|
$283K
|
+$29K
|
+1,150
|
+12%
|
|
