|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$58.6M
|
+$2.43M
|
+93,544
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.6M
|
+$1.24M
|
+47,984
|
+2%
|
|
|
3
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$44.2M
|
+$4.97M
|
+191,510
|
+13%
|
|
|
4
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$24.7M
|
+$212K
|
+8,178
|
+0.9%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.4M
|
+$3.62M
|
+139,474
|
+23%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.4M
|
+$724K
|
+27,906
|
+4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$15.2M
|
-$577K
|
-22,266
|
-4%
|
|
|
8
|
First Mercantile Trust
Cordova,
Tennessee
|
$14.7M
|
-$2.79M
|
-107,510
|
-16%
|
|
|
9
|
TD Ameritrade Trust
Denver,
Colorado
|
$12.3M
|
+$4.46M
|
+172,058
|
+57%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$11.9M
|
+$11.8M
|
+454,952
|
New
|
|
|
11
|
Rand Wealth
Baltimore,
Maryland
|
$11.7M
|
+$11.6M
|
+448,198
|
New
|
|
|
12
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$11.1M
|
+$11M
|
+424,498
|
New
|
|
|
13
|
Planning Alternatives
Birmingham,
Michigan
|
$8.71M
|
+$3.41M
|
+131,444
|
+65%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.32M
|
+$8.28M
|
+319,096
|
New
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.46M
|
+$668K
|
+25,762
|
+10%
|
|
|
16
|
FutureAdvisor
San Francisco,
California
|
$7.37M
|
+$619K
|
+23,850
|
+9%
|
|
|
17
|
BSW Wealth Partners
Boulder,
Colorado
|
$7.3M
|
-$198K
|
-7,634
|
-3%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$5.61M
|
+$274K
|
+10,566
|
+5%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.55M
|
-$72.1K
|
-2,782
|
-1%
|
|
|
20
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.44M
|
-$234K
|
-9,018
|
-4%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$5.38M
|
-$128K
|
-4,952
|
-2%
|
|
|
22
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.26M
|
+$330K
|
+12,744
|
+7%
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.6M
|
+$124K
|
+4,790
|
+3%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$4.17M
|
+$4.15M
|
+160,134
|
New
|
|
|
25
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.17M
|
-$12.2K
|
-470
|
-0.3%
|
|
