|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$725M
|
+$49.5M
|
+631,969
|
+7%
|
|
|
2
|
SignatureFD
Atlanta,
Georgia
|
$392M
|
+$20.1M
|
+256,841
|
+5%
|
|
|
3
|
Advance Capital Management
Southfield,
Michigan
|
$256M
|
+$258M
|
+3,289,350
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
+$70.6M
|
+900,590
|
+81%
|
|
|
5
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$133M
|
+$31.5M
|
+401,946
|
+31%
|
|
|
6
|
Martel Wealth Advisors
Vancouver,
Washington
|
$117M
|
+$4.79M
|
+61,076
|
+4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$106M
|
+$4.95M
|
+63,160
|
+5%
|
|
|
8
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$88M
|
+$7.16M
|
+91,378
|
+9%
|
|
|
9
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$79.4M
|
+$6.43M
|
+82,020
|
+9%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$74M
|
-$1.76M
|
-22,494
|
-2%
|
|
|
11
|
Alerus Financial
Grand Forks,
North Dakota
|
$73M
|
+$2.01M
|
+25,628
|
+3%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$72.4M
|
+$4.29M
|
+54,748
|
+6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$72.1M
|
+$7.47M
|
+95,332
|
+11%
|
|
|
14
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$68M
|
+$15.4M
|
+196,483
|
+29%
|
|
|
15
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$63.6M
|
+$642K
|
+8,192
|
+1%
|
|
|
16
|
Magnolia Wealth Management
Dothan,
Alabama
|
$49.7M
|
+$2.43M
|
+31,010
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
+$1.24M
|
+15,800
|
+3%
|
|
|
18
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.5M
|
+$3.19M
|
+40,674
|
+8%
|
|
|
19
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$41.3M
|
+$23.2M
|
+296,098
|
+126%
|
|
|
20
|
Tilson Financial Group
New Providence,
New Jersey
|
$40.3M
|
+$4.41M
|
+56,289
|
+12%
|
|
|
21
|
Tull Financial Group
Chesapeake,
Virginia
|
$37.1M
|
+$1.1M
|
+14,000
|
+3%
|
|
|
22
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$35.3M
|
+$586K
|
+7,471
|
+2%
|
|
|
23
|
HUB Investment Partners
Austin,
Texas
|
$34.3M
|
+$2.27M
|
+28,970
|
+7%
|
|
|
24
|
Meeder Advisory Services
Dublin,
Ohio
|
$33.7M
|
+$3.7M
|
+47,196
|
+12%
|
|
|
25
|
Mills Wealth Advisors
Southlake,
Texas
|
$33.3M
|
+$2.29M
|
+29,226
|
+7%
|
|
