|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$99.6M
|
+$545K
|
+14,479
|
+0.5%
|
|
|
2
|
Pinnacle Associates
New York
|
$28.4M
|
+$15.7K
|
+416
|
+0.1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$27.4M
|
+$813K
|
+21,608
|
+3%
|
|
|
4
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$16.9M
|
+$250K
|
+6,654
|
+1%
|
|
|
5
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$10.2M
|
+$399K
|
+10,607
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.91M
|
+$1.09M
|
+29,018
|
+14%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.49M
|
+$7.52M
|
+199,831
|
New
|
|
|
8
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$4.06M
|
+$386K
|
+10,269
|
+10%
|
|
|
9
|
|
$4.04M
|
-$10.2M
|
-271,655
|
-72%
|
|
|
10
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.97M
|
+$1.17M
|
+31,208
|
+45%
|
|
|
11
|
American Money Management
Rancho Santa Fe,
California
|
$2.94M
|
+$2.96M
|
+78,524
|
New
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.13M
|
+$2.13M
|
+56,696
|
New
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.84M
|
+$1.85M
|
+49,026
|
New
|
|
|
14
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.81M
|
-$89K
|
-2,365
|
-5%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.54M
|
-$8.58M
|
-227,876
|
-85%
|
|
|
16
|
Essential Partners
Rancho Santa Fe,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.07M
|
+$185K
|
+4,918
|
+21%
|
|
|
18
|
CIBC Bancorp USA
Chicago,
Illinois
|
$1.04M
|
+$1.05M
|
+27,862
|
New
|
|
|
19
|
Orcam Financial Group
Encinitas,
California
|
$1.01M
|
+$226K
|
+6,000
|
+29%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$927K
|
+$92.2K
|
+2,450
|
+11%
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
$893K
|
+$249K
|
+6,624
|
+38%
|
|
|
22
|
Hara Capital
Bellevue,
Washington
|
$804K
|
-$5.91K
|
-157
|
-0.7%
|
|
|
23
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$760K
|
+$763K
|
+20,284
|
New
|
|
|
24
|
Tempus Wealth Planning
Irvine,
California
|
$683K
|
-$2.28M
|
-60,510
|
-77%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$649K
|
-$244K
|
-6,477
|
-27%
|
|
