|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.69M
|
-$1.01M
|
-39,804
|
-10%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$7.65M
|
+$754K
|
+29,694
|
+11%
|
|
|
3
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.92M
|
+$719K
|
+28,322
|
+17%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.81M
|
+$4.2M
|
+165,314
|
+638%
|
|
|
5
|
Bangor Savings Bank
Bangor,
Maine
|
$3.99M
|
+$237K
|
+9,320
|
+6%
|
|
|
6
|
Virtu KCG Holdings
New York
|
$2.65M
|
-$325K
|
-12,804
|
-11%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$2.63M
|
+$1.01M
|
+39,642
|
+61%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.44M
|
+$378K
|
+14,884
|
+18%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$2.28M
|
-$940K
|
-37,016
|
-29%
|
|
|
10
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.25M
|
-$206K
|
-8,098
|
-8%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$1.99M
|
+$2.01M
|
+79,050
|
New
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$1.9M
|
-$251K
|
-9,906
|
-12%
|
|
|
13
|
|
$1.36M
|
+$1.37M
|
+53,930
|
New
|
|
|
14
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.27M
|
-$20.3K
|
-800
|
-2%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.22M
|
+$517K
|
+20,356
|
+73%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$1.2M
|
+$31.4K
|
+1,238
|
+3%
|
|
|
17
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.01M
|
+$48.4K
|
+1,908
|
+5%
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.01M
|
+$616K
|
+24,248
|
+153%
|
|
|
19
|
|
$885K
|
+$893K
|
+35,186
|
+1,759,300%
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$795K
|
-$1.11M
|
-43,762
|
-58%
|
|
|
21
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$762K
|
+$83.2K
|
+3,276
|
+12%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$742K
|
+$465K
|
+18,322
|
+164%
|
|
|
23
|
BCWM LLC
Overland Park,
Kansas
|
$687K
|
+$694K
|
+27,326
|
New
|
|
|
24
|
|
$640K
|
+$646K
|
+25,442
|
New
|
|
|
25
|
Zacks Investment Management
Chicago,
Illinois
|
$567K
|
+$572K
|
+22,550
|
New
|
|
