|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$76.3M
|
+$7.54M
|
+288,712
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.2M
|
+$10.8M
|
+414,798
|
+18%
|
|
|
3
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$50.3M
|
+$3.09M
|
+118,428
|
+7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.5M
|
+$4.71M
|
+180,578
|
+20%
|
|
|
5
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$27M
|
+$7.91M
|
+302,944
|
+42%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.8M
|
+$22.5M
|
+860,942
|
+2,059%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
+$1.09M
|
+41,858
|
+5%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$17.2M
|
+$17M
|
+650,372
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$16.1M
|
+$674K
|
+25,828
|
+4%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$13.9M
|
+$13.7M
|
+526,326
|
New
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$13.1M
|
+$5.15M
|
+197,386
|
+66%
|
|
|
12
|
First Mercantile Trust
Cordova,
Tennessee
|
$12.7M
|
+$134K
|
+5,124
|
+1%
|
|
|
13
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$12.1M
|
+$270K
|
+10,336
|
+2%
|
|
|
14
|
TD Ameritrade Trust
Denver,
Colorado
|
$11.1M
|
-$782K
|
-29,970
|
-7%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11M
|
+$2.32M
|
+88,824
|
+27%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
$10M
|
+$687K
|
+26,300
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.16M
|
+$553K
|
+21,164
|
+6%
|
|
|
18
|
|
$8.91M
|
+$1.19M
|
+45,762
|
+16%
|
|
|
19
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$8.59M
|
+$5.15M
|
+197,226
|
+154%
|
|
|
20
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$7.76M
|
-$412K
|
-15,792
|
-5%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$7.72M
|
+$7.63M
|
+292,356
|
New
|
|
|
22
|
Confluence Wealth Management
Portland,
Oregon
|
$7.42M
|
+$2.21M
|
+84,620
|
+43%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$7.03M
|
+$473K
|
+18,120
|
+7%
|
|
|
24
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.68M
|
-$667K
|
-25,532
|
-9%
|
|
|
25
|
Rand Wealth
Baltimore,
Maryland
|
$6.15M
|
-$947K
|
-36,266
|
-13%
|
|
