|
1
|
Alesco Advisors
Pittsford,
New York
|
$45.5M
|
+$1.43M
|
+28,754
|
+3%
|
|
|
2
|
|
$29.9M
|
-$497K
|
-9,997
|
-2%
|
|
|
3
|
|
$21.5M
|
+$1.58M
|
+31,691
|
+8%
|
|
|
4
|
JMG Financial Group
Downers Grove,
Illinois
|
$18.7M
|
+$1.68M
|
+33,755
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
+$5.85M
|
+117,534
|
+60%
|
|
|
6
|
Natixis Advisors
Boston,
Massachusetts
|
$15.1M
|
+$1.9M
|
+38,201
|
+14%
|
|
|
7
|
|
$14.9M
|
-$528K
|
-10,604
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$949K
|
+19,083
|
+7%
|
|
|
9
|
First Allied Asset Management
San Diego,
California
|
$11.8M
|
+$162K
|
+3,261
|
+1%
|
|
|
10
|
Mosaic Financial Partners
San Francisco,
California
|
$10.7M
|
+$2.11M
|
+42,456
|
+25%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.5M
|
+$30.8K
|
+619
|
+0.3%
|
|
|
12
|
|
$10.2M
|
-$3.05M
|
-61,315
|
-23%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$9.7M
|
+$5.68M
|
+114,189
|
+144%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$9.3M
|
-$7.34M
|
-147,496
|
-44%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.97M
|
+$1.31M
|
+26,389
|
+17%
|
|
|
16
|
Bangor Savings Bank
Bangor,
Maine
|
$7.13M
|
+$310K
|
+6,235
|
+5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.49M
|
-$480K
|
-9,637
|
-7%
|
|
|
18
|
SPC Financial Inc
Rockville,
Maryland
|
$5.69M
|
-$806K
|
-16,200
|
-12%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.5M
|
-$93.9K
|
-1,887
|
-2%
|
|
|
20
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$4.3M
|
-$807K
|
-16,220
|
-16%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.94M
|
+$276K
|
+5,544
|
+8%
|
|
|
22
|
|
$3.07M
|
+$364K
|
+7,325
|
+14%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.88M
|
+$7.81K
|
+157
|
+0.3%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.38M
|
-$153K
|
-3,070
|
-6%
|
|
|
25
|
Granite Investment Advisors
Concord,
New Hampshire
|
$2.37M
|
+$1.33M
|
+26,645
|
+130%
|
|
