|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$680M
|
+$33.3M
|
+429,066
|
+5%
|
|
|
2
|
SignatureFD
Atlanta,
Georgia
|
$375M
|
+$17.3M
|
+222,266
|
+5%
|
|
|
3
|
Martel Wealth Advisors
Vancouver,
Washington
|
$113M
|
+$4.61M
|
+59,428
|
+4%
|
|
|
4
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$103M
|
+$37.5M
|
+483,135
|
+58%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$102M
|
+$14.1M
|
+181,681
|
+16%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$87.3M
|
+$31.8M
|
+409,684
|
+58%
|
|
|
7
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$81.4M
|
+$11.4M
|
+146,445
|
+16%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$76.3M
|
+$971K
|
+12,511
|
+1%
|
|
|
9
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$73.4M
|
+$4.97M
|
+63,989
|
+7%
|
|
|
10
|
Alerus Financial
Grand Forks,
North Dakota
|
$71.5M
|
+$70.7M
|
+911,317
|
New
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$68.6M
|
+$3.78M
|
+48,641
|
+6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$65.1M
|
+$27M
|
+348,259
|
+72%
|
|
|
13
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$63.4M
|
+$62.2M
|
+801,937
|
+12,663%
|
|
|
14
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$53M
|
+$52.5M
|
+676,246
|
New
|
|
|
15
|
Magnolia Wealth Management
Dothan,
Alabama
|
$47.6M
|
+$378K
|
+4,871
|
+0.8%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.6M
|
+$3.86M
|
+49,732
|
+10%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$38.6M
|
+$34.4M
|
+443,188
|
+913%
|
|
|
18
|
Tull Financial Group
Chesapeake,
Virginia
|
$36.2M
|
+$155K
|
+1,991
|
+0.4%
|
|
|
19
|
Tilson Financial Group
New Providence,
New Jersey
|
$36.2M
|
+$2.31M
|
+29,784
|
+7%
|
|
|
20
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$34.9M
|
+$34.5M
|
+445,089
|
New
|
|
|
21
|
AMI Investment Management
Kendallville,
Indiana
|
$33.2M
|
+$19.4M
|
+250,332
|
+144%
|
|
|
22
|
HUB Investment Partners
Austin,
Texas
|
$32.2M
|
+$1.59M
|
+20,503
|
+5%
|
|
|
23
|
Alaethes Wealth
Glenbrook,
Nevada
|
$31.9M
|
+$31.6M
|
+407,395
|
New
|
|
|
24
|
Mills Wealth Advisors
Southlake,
Texas
|
$31.2M
|
+$810K
|
+10,432
|
+3%
|
|
|
25
|
Meeder Advisory Services
Dublin,
Ohio
|
$30.2M
|
+$4.13M
|
+53,219
|
+16%
|
|
