|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$55.7M
|
+$6.77M
|
+258,862
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.9M
|
+$6.45M
|
+246,660
|
+14%
|
|
|
3
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$38.9M
|
+$12.2M
|
+467,192
|
+45%
|
|
|
4
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$24.2M
|
+$997K
|
+38,146
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$39.8K
|
-1,522
|
-0.2%
|
|
|
6
|
First Mercantile Trust
Cordova,
Tennessee
|
$17.4M
|
-$391K
|
-14,948
|
-2%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.7M
|
+$2.28M
|
+87,228
|
+17%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$15.7M
|
+$15.9M
|
+607,154
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
+$10.9M
|
+416,358
|
+1,199%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$9.8M
|
+$1.67M
|
+63,768
|
+20%
|
|
|
11
|
TD Ameritrade Trust
Denver,
Colorado
|
$7.8M
|
+$742K
|
+28,378
|
+10%
|
|
|
12
|
BSW Wealth Partners
Boulder,
Colorado
|
$7.44M
|
+$249K
|
+9,516
|
+3%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.73M
|
+$932K
|
+35,642
|
+16%
|
|
|
14
|
FutureAdvisor
San Francisco,
California
|
$6.66M
|
+$3.64M
|
+139,118
|
+116%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.89M
|
+$5.96M
|
+227,924
|
New
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.63M
|
+$224K
|
+8,568
|
+4%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.58M
|
+$3.55M
|
+135,684
|
+170%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$5.47M
|
+$650K
|
+24,844
|
+13%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$5.29M
|
+$880K
|
+33,678
|
+20%
|
|
|
20
|
Planning Alternatives
Birmingham,
Michigan
|
$5.24M
|
+$187K
|
+7,150
|
+4%
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.86M
|
+$290K
|
+11,100
|
+6%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.44M
|
+$736K
|
+28,160
|
+20%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.15M
|
+$108K
|
+4,146
|
+3%
|
|
|
24
|
Bangor Savings Bank
Bangor,
Maine
|
$4.09M
|
+$5.23K
|
+200
|
+0.1%
|
|
|
25
|
HT Partners
Centerbrook,
Connecticut
|
$4.07M
|
-$104K
|
-3,984
|
-2%
|
|
