|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$7.19M
|
+$7.17M
|
+281,374
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.15M
|
-$2.68M
|
-104,950
|
-30%
|
|
|
3
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.9M
|
-$105K
|
-4,128
|
-2%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.42M
|
-$3.35M
|
-131,566
|
-43%
|
|
|
5
|
Bangor Savings Bank
Bangor,
Maine
|
$3.46M
|
-$597K
|
-23,422
|
-15%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.4M
|
+$909K
|
+35,680
|
+37%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$3.03M
|
+$351K
|
+13,760
|
+13%
|
|
|
8
|
Apriem Advisors
Irvine,
California
|
$2.82M
|
+$2.76M
|
+108,130
|
+5,077%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$2.66M
|
+$2.65M
|
+103,908
|
New
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$2.52M
|
+$589K
|
+23,100
|
+31%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$2.16M
|
-$163K
|
-6,396
|
-7%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$2.01M
|
-$674K
|
-26,448
|
-25%
|
|
|
13
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.85M
|
-$444K
|
-17,406
|
-19%
|
|
|
14
|
|
$1.46M
|
+$804K
|
+31,552
|
+124%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$1.36M
|
+$143K
|
+5,598
|
+12%
|
|
|
16
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.34M
|
+$312K
|
+12,240
|
+30%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.31M
|
+$77.4K
|
+3,038
|
+6%
|
|
|
18
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.2M
|
-$98.9K
|
-3,880
|
-8%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.17M
|
-$3.71M
|
-145,558
|
-76%
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$1.12M
|
+$364K
|
+14,284
|
+48%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$964K
|
-$65.3K
|
-2,560
|
-6%
|
|
|
22
|
Piershale Financial Group
Barrington,
Illinois
|
$843K
|
+$701K
|
+27,498
|
+502%
|
|
|
23
|
|
$820K
|
-$79.5K
|
-3,120
|
-9%
|
|
|
24
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$760K
|
-$13.9K
|
-546
|
-2%
|
|
|
25
|
BCWM LLC
Overland Park,
Kansas
|
$724K
|
+$25.2K
|
+990
|
+4%
|
|
