|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$864M
|
+$22.5M
|
+292,166
|
+3%
|
|
|
2
|
SignatureFD
Atlanta,
Georgia
|
$442M
|
+$21.7M
|
+281,137
|
+5%
|
|
|
3
|
Advance Capital Management
Southfield,
Michigan
|
$298M
|
+$10.3M
|
+132,819
|
+4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$262M
|
-$4.05M
|
-52,451
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$38M
|
+492,986
|
+20%
|
|
|
6
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$181M
|
+$22.7M
|
+294,406
|
+14%
|
|
|
7
|
NEPC LLC
Boston,
Massachusetts
|
$178M
|
-$2.51M
|
-32,500
|
-1%
|
|
|
8
|
Martel Wealth Advisors
Vancouver,
Washington
|
$129M
|
+$7.09M
|
+91,834
|
+6%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$122M
|
+$14.7M
|
+189,844
|
+14%
|
|
|
10
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$106M
|
+$13.9M
|
+179,935
|
+15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$100M
|
+$18M
|
+233,353
|
+22%
|
|
|
12
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$87.9M
|
+$3.83M
|
+49,682
|
+5%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$83.5M
|
+$7.58M
|
+98,223
|
+10%
|
|
|
14
|
Verum Partners
Charlotte,
North Carolina
|
$82.4M
|
+$51.2M
|
+662,831
|
+164%
|
|
|
15
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$82.1M
|
+$8.32M
|
+107,753
|
+11%
|
|
|
16
|
Alerus Financial
Grand Forks,
North Dakota
|
$74.3M
|
+$1.01M
|
+13,142
|
+1%
|
|
|
17
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$69.1M
|
+$844K
|
+10,938
|
+1%
|
|
|
18
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$64.7M
|
+$1.14M
|
+14,722
|
+2%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$59.5M
|
-$9.38M
|
-121,560
|
-14%
|
|
|
20
|
Zhang Financial
Portage,
Michigan
|
$56.2M
|
+$15.6M
|
+201,837
|
+38%
|
|
|
21
|
Magnolia Wealth Management
Dothan,
Alabama
|
$55.4M
|
+$5.68M
|
+73,569
|
+11%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.4M
|
+$4.91M
|
+63,657
|
+10%
|
|
|
23
|
BOK Financial Private Wealth
Denver,
Colorado
|
$50.7M
|
+$3.49M
|
+45,230
|
+7%
|
|
|
24
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$48.9M
|
+$3.25M
|
+42,095
|
+7%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$45.9M
|
+$26.4M
|
+341,854
|
+135%
|
|
