|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$854M
|
+$138M
|
+1,773,431
|
+19%
|
|
|
2
|
SignatureFD
Atlanta,
Georgia
|
$421M
|
+$32.1M
|
+411,422
|
+8%
|
|
|
3
|
Advance Capital Management
Southfield,
Michigan
|
$288M
|
+$33.7M
|
+432,345
|
+13%
|
|
|
4
|
Bank of New York Mellon
New York
|
$267M
|
+$266M
|
+3,409,456
|
+9,299%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$32.1M
|
+411,031
|
+20%
|
|
|
6
|
NEPC LLC
Boston,
Massachusetts
|
$180M
|
+$182M
|
+2,331,700
|
New
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$159M
|
+$26.3M
|
+337,584
|
+20%
|
|
|
8
|
Martel Wealth Advisors
Vancouver,
Washington
|
$122M
|
+$5.91M
|
+75,672
|
+5%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$107M
|
+$1.89M
|
+24,268
|
+2%
|
|
|
10
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$92.4M
|
+$5.09M
|
+65,205
|
+6%
|
|
|
11
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$84.3M
|
+$5.47M
|
+70,112
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$82.3M
|
+$10.8M
|
+137,912
|
+15%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$76M
|
+$4.17M
|
+53,389
|
+6%
|
|
|
14
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$73.9M
|
+$6.45M
|
+82,697
|
+9%
|
|
|
15
|
Alerus Financial
Grand Forks,
North Dakota
|
$73.4M
|
+$924K
|
+11,834
|
+1%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$69M
|
-$4.55M
|
-58,258
|
-6%
|
|
|
17
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$68.4M
|
+$5.25M
|
+67,261
|
+8%
|
|
|
18
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$63.7M
|
+$64.3M
|
+823,649
|
New
|
|
|
19
|
Magnolia Wealth Management
Dothan,
Alabama
|
$49.8M
|
+$446K
|
+5,719
|
+0.9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.6M
|
+$5.39M
|
+69,029
|
+12%
|
|
|
21
|
BOK Financial Private Wealth
Denver,
Colorado
|
$47.3M
|
+$47.7M
|
+610,668
|
New
|
|
|
22
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$45.7M
|
+$41.1M
|
+526,076
|
+812%
|
|
|
23
|
Tilson Financial Group
New Providence,
New Jersey
|
$43.3M
|
+$3.29M
|
+42,190
|
+8%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.4M
|
+$156K
|
+2,005
|
+0.4%
|
|
|
25
|
Zhang Financial
Portage,
Michigan
|
$40.7M
|
+$22.4M
|
+286,495
|
+120%
|
|
