|
1
|
|
$100M
|
+$14.4M
|
+286,873
|
+17%
|
|
|
2
|
|
$51.5M
|
+$4.39M
|
+87,580
|
+9%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$22.6M
|
+$2.24M
|
+44,648
|
+11%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.2M
|
-$303K
|
-6,043
|
-3%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.5M
|
+$6.08M
|
+121,341
|
+138%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.33M
|
-$617K
|
-12,314
|
-6%
|
|
|
7
|
|
$8.95M
|
+$416K
|
+8,290
|
+5%
|
|
|
8
|
|
$8.51M
|
+$1.04M
|
+20,745
|
+14%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$7.89M
|
+$3.51M
|
+69,947
|
+81%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$7.64M
|
-$184K
|
-3,680
|
-2%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$5.5M
|
+$83.7K
|
+1,670
|
+2%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.77M
|
+$455K
|
+9,070
|
+11%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.75M
|
+$1.85M
|
+36,941
|
+97%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.12M
|
+$44.5K
|
+887
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.53M
|
+$817K
|
+16,294
|
+48%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.53M
|
+$290K
|
+5,783
|
+13%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.44M
|
+$160K
|
+3,199
|
+7%
|
|
|
18
|
5T Wealth
Napa,
California
|
$2.09M
|
+$1.74M
|
+34,708
|
+513%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$2.01M
|
-$391K
|
-7,803
|
-16%
|
|
|
20
|
|
$1.9M
|
+$1.89M
|
+37,662
|
New
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.88M
|
-$147K
|
-2,924
|
-7%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$1.54M
|
+$1.53M
|
+30,488
|
+508,133%
|
|
|
23
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.51M
|
-$122K
|
-2,438
|
-8%
|
|
|
24
|
|
$1.43M
|
+$1.42M
|
+28,342
|
New
|
|
|
25
|
Fairway Wealth
Independence,
Ohio
|
$1.42M
|
+$185K
|
+3,683
|
+15%
|
|
