|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$66.9M
|
+$9.11M
|
+351,558
|
+16%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.7M
|
+$6.86M
|
+264,850
|
+13%
|
|
|
3
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$46M
|
+$2.29M
|
+88,344
|
+5%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.2M
|
+$4M
|
+154,370
|
+21%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
+$1.11M
|
+43,000
|
+6%
|
|
|
6
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$18.6M
|
-$5.83M
|
-225,044
|
-24%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$15.1M
|
-$7.93K
|
-306
|
-0.1%
|
|
|
8
|
First Mercantile Trust
Cordova,
Tennessee
|
$12.2M
|
-$2.35M
|
-90,674
|
-16%
|
|
|
9
|
TD Ameritrade Trust
Denver,
Colorado
|
$11.6M
|
-$572K
|
-22,074
|
-5%
|
|
|
10
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$11.5M
|
+$578K
|
+22,298
|
+5%
|
|
|
11
|
Planning Alternatives
Birmingham,
Michigan
|
$9.11M
|
+$518K
|
+20,004
|
+6%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.43M
|
+$1.07M
|
+41,114
|
+14%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.39M
|
+$176K
|
+6,784
|
+2%
|
|
|
14
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$7.97M
|
+$8.02M
|
+309,520
|
New
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$7.7M
|
+$2.52M
|
+97,092
|
+48%
|
|
|
16
|
|
$7.51M
|
+$7.56M
|
+291,744
|
New
|
|
|
17
|
BSW Wealth Partners
Boulder,
Colorado
|
$7.17M
|
-$34.8K
|
-1,342
|
-0.5%
|
|
|
18
|
Rand Wealth
Baltimore,
Maryland
|
$6.93M
|
-$4.64M
|
-179,126
|
-40%
|
|
|
19
|
Summit Asset Management
Memphis,
Tennessee
|
$6.39M
|
+$3.46M
|
+133,622
|
+117%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$5.71M
|
+$397K
|
+15,334
|
+7%
|
|
|
21
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.62M
|
+$240K
|
+9,280
|
+4%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$5.6M
|
+$20K
|
+772
|
+0.4%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.35M
|
+$2.83M
|
+109,218
|
+111%
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.14M
|
-$337K
|
-13,018
|
-6%
|
|
|
25
|
Confluence Wealth Management
Portland,
Oregon
|
$5.06M
|
+$4.3M
|
+165,752
|
+540%
|
|
