|
1
|
MASECO Private Wealth
London,
|
$95.6M
|
+$100M
|
+1,292,915
|
New
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26M
|
–
|
–
|
–
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$13.7M
|
+$2.44M
|
+31,512
|
+21%
|
|
|
4
|
Highland Financial Advisors
Wayne,
New Jersey
|
$11.2M
|
+$1.11M
|
+14,292
|
+10%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
+$1.92M
|
+24,850
|
+22%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.76M
|
-$223K
|
-2,888
|
-2%
|
|
|
7
|
Clarity Asset Management
Ames,
Iowa
|
$9.53M
|
-$22.5M
|
-290,323
|
-69%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$9.49M
|
-$372K
|
-4,809
|
-4%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.3M
|
-$2.26M
|
-29,224
|
-19%
|
|
|
10
|
Trailhead Planners
Edina,
Minnesota
|
$8.09M
|
+$128K
|
+1,655
|
+2%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$7.07M
|
-$19.2K
|
-248
|
-0.3%
|
|
|
12
|
Northland Capital Management
Virginia,
Minnesota
|
$5.31M
|
-$309K
|
-3,999
|
-5%
|
|
|
13
|
|
$3.74M
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.31M
|
+$1.86M
|
+24,084
|
+116%
|
|
|
15
|
Greenspring Advisors
Towson,
Maryland
|
$3.19M
|
+$78.3K
|
+1,012
|
+2%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$2.85M
|
-$608K
|
-7,856
|
-17%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$2.78M
|
+$2.91M
|
+37,617
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.77M
|
+$408K
|
+5,273
|
+16%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.6M
|
+$218K
|
+2,819
|
+9%
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
$2.45M
|
+$773
|
+10
|
+0%
|
|
|
21
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.36M
|
-$101K
|
-1,310
|
-4%
|
|
|
22
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.16M
|
+$176K
|
+2,280
|
+9%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.15M
|
+$201K
|
+2,596
|
+10%
|
|
|
24
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$1.98M
|
+$235K
|
+3,038
|
+13%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$1.87M
|
-$25.4K
|
-328
|
-1%
|
|
