|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$82.9M
|
+$4.79M
|
+180,850
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.3M
|
+$2.75M
|
+103,782
|
+4%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$66.8M
|
+$66M
|
+2,488,714
|
New
|
|
|
4
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$52.9M
|
+$1.73M
|
+65,100
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.7M
|
+$3.54M
|
+133,482
|
+12%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$31.4M
|
+$30.3M
|
+1,142,180
|
+3,994%
|
|
|
7
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$27.4M
|
-$105K
|
-3,974
|
-0.4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
+$689K
|
+26,014
|
+3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.5M
|
+$7.11M
|
+268,278
|
+77%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$16.5M
|
+$55.3K
|
+2,088
|
+0.3%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$14.6M
|
+$422K
|
+15,914
|
+3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$14.5M
|
+$9.56M
|
+360,648
|
+205%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$13.6M
|
+$287K
|
+10,838
|
+2%
|
|
|
14
|
|
$13.3M
|
+$7.98M
|
+301,056
|
+155%
|
|
|
15
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$13M
|
+$667K
|
+25,148
|
+6%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11.3M
|
+$11.1M
|
+419,008
|
New
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.2M
|
+$46.1K
|
+1,740
|
+0.4%
|
|
|
18
|
Bristlecone Advisors
Bellevue,
Washington
|
$11.2M
|
+$11.1M
|
+417,052
|
New
|
|
|
19
|
First Mercantile Trust
Cordova,
Tennessee
|
$11.2M
|
-$1.68M
|
-63,568
|
-13%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
-$13.9M
|
-523,316
|
-58%
|
|
|
21
|
Planning Alternatives
Birmingham,
Michigan
|
$10.1M
|
-$70.6K
|
-2,664
|
-0.7%
|
|
|
22
|
Confluence Wealth Management
Portland,
Oregon
|
$10.1M
|
+$2.54M
|
+95,744
|
+34%
|
|
|
23
|
TD Ameritrade Trust
Denver,
Colorado
|
$9.38M
|
-$1.92M
|
-72,304
|
-17%
|
|
|
24
|
|
$8.78M
|
-$280K
|
-10,568
|
-3%
|
|
|
25
|
BSW Wealth Partners
Boulder,
Colorado
|
$7.84M
|
+$1.03M
|
+38,872
|
+15%
|
|
