|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$49.9M
|
+$7.5M
|
+284,492
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.6M
|
+$5.99M
|
+227,108
|
+15%
|
|
|
3
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$27.5M
|
+$13.2M
|
+502,062
|
+94%
|
|
|
4
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$23.8M
|
+$6.62M
|
+250,932
|
+39%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
+$18.2M
|
+688,698
|
+2,308%
|
|
|
6
|
First Mercantile Trust
Cordova,
Tennessee
|
$18.2M
|
+$1.53M
|
+58,038
|
+9%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.8M
|
+$2.03M
|
+77,064
|
+17%
|
|
|
8
|
Apriem Advisors
Irvine,
California
|
$8.33M
|
+$972K
|
+36,874
|
+13%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$7.36M
|
+$1.01M
|
+38,262
|
+16%
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$7.22M
|
+$7.2M
|
+273,078
|
New
|
|
|
11
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.19M
|
-$76.1K
|
-2,886
|
-1%
|
|
|
12
|
BCWM LLC
Overland Park,
Kansas
|
$6.7M
|
-$30.8K
|
-1,166
|
-4%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.94M
|
+$5.93M
|
+224,666
|
New
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.54M
|
+$570K
|
+21,628
|
+12%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
$5.17M
|
+$281K
|
+10,644
|
+6%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$4.93M
|
+$1.58M
|
+60,084
|
+48%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.71M
|
+$1.37M
|
+51,784
|
+41%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$4.52M
|
+$208K
|
+7,876
|
+5%
|
|
|
19
|
|
$4.51M
|
+$4.5M
|
+170,562
|
New
|
|
|
20
|
HT Partners
Centerbrook,
Connecticut
|
$4.29M
|
+$4.27M
|
+161,996
|
New
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$4.17M
|
-$44.5K
|
-1,686
|
-1%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.13M
|
-$106K
|
-4,020
|
-3%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$3.87M
|
-$109K
|
-4,140
|
-3%
|
|
|
24
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.79M
|
+$675K
|
+25,612
|
+22%
|
|
|
25
|
Pring Turner Capital Group
Alamo,
California
|
$3.68M
|
-$339K
|
-12,870
|
-8%
|
|
