|
1
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$23.7M
|
+$23.7M
|
+916,776
|
New
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
$17.1M
|
+$19.2M
|
+740,304
|
New
|
|
|
3
|
First Mercantile Trust
Cordova,
Tennessee
|
$16.4M
|
+$16.4M
|
+633,712
|
New
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$15.9M
|
+$7.37M
|
+284,502
|
+87%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$6.94M
|
+267,948
|
+99%
|
|
|
6
|
|
$8.02M
|
+$8.02M
|
+309,706
|
New
|
|
|
7
|
SVA Wealth Management
Madison,
Wisconsin
|
$6.42M
|
+$570K
|
+22,002
|
+10%
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.88M
|
+$952K
|
+36,774
|
+19%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.59M
|
+$188K
|
+7,252
|
+4%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$4.13M
|
+$652K
|
+25,200
|
+19%
|
|
|
11
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.01M
|
+$172K
|
+6,654
|
+4%
|
|
|
12
|
Planning Alternatives
Birmingham,
Michigan
|
$4M
|
+$633K
|
+24,454
|
+19%
|
|
|
13
|
Pring Turner Capital Group
Alamo,
California
|
$3.98M
|
+$3.98M
|
+153,890
|
New
|
|
|
14
|
Bangor Savings Bank
Bangor,
Maine
|
$3.92M
|
+$227K
|
+8,756
|
+6%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$3.86M
|
+$205K
|
+7,924
|
+6%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.64M
|
+$140K
|
+5,416
|
+4%
|
|
|
17
|
|
$3.51M
|
+$2.53M
|
+97,720
|
+258%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$3.27M
|
-$12.5K
|
-484
|
-0.4%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$3.01M
|
+$3.01M
|
+116,254
|
New
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$2.73M
|
+$119K
|
+4,604
|
+5%
|
|
|
21
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.82M
|
+$324K
|
+12,520
|
+22%
|
|
|
22
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.69M
|
-$75.3K
|
-2,910
|
-4%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$1.63M
|
+$62.9K
|
+2,430
|
+4%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$1.4M
|
+$36.8K
|
+1,420
|
+3%
|
|
|
25
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.21M
|
-$3.11K
|
-120
|
-0.3%
|
|
