|
1
|
MASECO Private Wealth
London,
|
$29M
|
+$30.2M
|
+435,371
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$11.5M
|
+$7.31M
|
+105,275
|
+156%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.1M
|
–
|
–
|
–
|
|
|
4
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$8.83M
|
+$501K
|
+7,206
|
+6%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$7.54M
|
-$8.54K
|
-123
|
-0.1%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$7.18M
|
+$7.49M
|
+107,829
|
New
|
|
|
7
|
Strategic Financial Planning
Plano,
Texas
|
$6.26M
|
+$16.7M
|
+240,897
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$4.4M
|
+$11.4K
|
+164
|
+0.2%
|
|
|
9
|
Trailhead Planners
Edina,
Minnesota
|
$2.58M
|
+$36.1K
|
+520
|
+1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.57M
|
-$325K
|
-4,673
|
-11%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$2.57M
|
+$2.41M
|
+34,705
|
+898%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$2.42M
|
+$280K
|
+4,033
|
+12%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$1.82M
|
+$1.64M
|
+23,590
|
+634%
|
|
|
14
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.63M
|
+$121K
|
+1,742
|
+8%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$1.48M
|
-$11.1K
|
-160
|
-0.7%
|
|
|
16
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.05M
|
+$616K
|
+8,866
|
+154%
|
|
|
17
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.04M
|
-$16.2K
|
-233
|
-1%
|
|
|
18
|
Mason & Associates (California)
Los Angeles,
California
|
$924K
|
+$32.6K
|
+469
|
+3%
|
|
|
19
|
Northland Capital Management
Virginia,
Minnesota
|
$916K
|
-$37.2K
|
-536
|
-4%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$900K
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$863K
|
+$75.7K
|
+1,090
|
+9%
|
|
|
22
|
Burton Enright Welch
Walnut Creek,
California
|
$771K
|
+$395K
|
+5,681
|
+96%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$679K
|
+$6.46K
|
+93
|
+0.9%
|
|
|
24
|
Greenspring Advisors
Towson,
Maryland
|
$610K
|
-$20.4K
|
-293
|
-3%
|
|
|
25
|
Vestment Financial
Chanhassen,
Minnesota
|
$578K
|
+$21.3K
|
+306
|
+4%
|
|
