|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$8.52M
|
+$1.21M
|
+46,908
|
+17%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$7M
|
+$746K
|
+28,942
|
+12%
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
$5.86M
|
+$5.82M
|
+225,906
|
New
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.94M
|
-$31.8K
|
-1,234
|
-0.6%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.41M
|
-$71.1K
|
-2,758
|
-2%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.85M
|
+$401K
|
+15,578
|
+12%
|
|
|
7
|
Bangor Savings Bank
Bangor,
Maine
|
$3.7M
|
+$189K
|
+7,324
|
+5%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$3.66M
|
+$586K
|
+22,724
|
+19%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$3.48M
|
+$619K
|
+24,010
|
+22%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.46M
|
+$2.12M
|
+82,096
|
+160%
|
|
|
11
|
Planning Alternatives
Birmingham,
Michigan
|
$3.38M
|
+$2.82M
|
+109,610
|
+530%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$3.29M
|
+$1.09M
|
+42,410
|
+50%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$2.61M
|
+$49.2K
|
+1,908
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.5M
|
+$2.48M
|
+96,178
|
New
|
|
|
15
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.77M
|
-$106K
|
-4,110
|
-6%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$1.57M
|
+$187K
|
+7,264
|
+14%
|
|
|
17
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.5M
|
+$139K
|
+5,388
|
+10%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$1.36M
|
+$227K
|
+8,820
|
+20%
|
|
|
19
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
|
20
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.16M
|
-$26.5K
|
-1,028
|
-2%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.08M
|
+$97.5K
|
+3,782
|
+10%
|
|
|
22
|
|
$984K
|
+$151K
|
+5,850
|
+18%
|
|
|
23
|
|
$953K
|
+$917K
|
+35,570
|
+3,093%
|
|
|
24
|
Alexandria Capital
Arlington,
Virginia
|
$907K
|
+$901K
|
+34,970
|
New
|
|
|
25
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$901K
|
+$128K
|
+4,974
|
+17%
|
|
