|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$42.2M
|
+$26M
|
+998,056
|
+163%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.1M
|
+$26M
|
+996,100
|
+185%
|
|
|
3
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$17M
|
+$16.9M
|
+648,424
|
New
|
|
|
4
|
First Mercantile Trust
Cordova,
Tennessee
|
$16.5M
|
-$122K
|
-4,680
|
-0.7%
|
|
|
5
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$14M
|
-$9.92M
|
-380,342
|
-41%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.6M
|
+$11.6M
|
+443,938
|
New
|
|
|
7
|
Apriem Advisors
Irvine,
California
|
$7.28M
|
+$3.1M
|
+118,690
|
+74%
|
|
|
8
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.19M
|
+$696K
|
+26,674
|
+11%
|
|
|
9
|
BCWM LLC
Overland Park,
Kansas
|
$6.94M
|
-$3.03K
|
-116
|
-0.4%
|
|
|
10
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.28M
|
+$328K
|
+12,590
|
+6%
|
|
|
11
|
Homrich & Berg
Atlanta,
Georgia
|
$5.65M
|
-$13.7M
|
-524,488
|
-71%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.91M
|
+$272K
|
+10,436
|
+6%
|
|
|
13
|
Planning Alternatives
Birmingham,
Michigan
|
$4.83M
|
+$781K
|
+29,954
|
+19%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$4.27M
|
+$958K
|
+36,718
|
+29%
|
|
|
15
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.19M
|
+$134K
|
+5,138
|
+3%
|
|
|
16
|
Bangor Savings Bank
Bangor,
Maine
|
$4.18M
|
+$216K
|
+8,272
|
+5%
|
|
|
17
|
Pring Turner Capital Group
Alamo,
California
|
$3.98M
|
-$53.7K
|
-2,060
|
-1%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$3.93M
|
+$32.7K
|
+1,252
|
+0.8%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.33M
|
-$333K
|
-12,746
|
-9%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$3.31M
|
+$551K
|
+21,120
|
+20%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$3.3M
|
+$258K
|
+9,908
|
+9%
|
|
|
22
|
Tuttle Capital Management
Riverside,
Connecticut
|
$3.17M
|
+$2.79M
|
+106,784
|
+750%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.17M
|
+$3.1M
|
+118,950
|
+5,948%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.09M
|
+$3.08M
|
+118,104
|
New
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.08M
|
+$1.24M
|
+47,490
|
+68%
|
|
