|
1
|
|
$34.4M
|
+$35.3M
|
+715,049
|
New
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$14M
|
+$14.4M
|
+291,185
|
New
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.91M
|
+$10.2M
|
+206,038
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.89M
|
+$10.2M
|
+205,544
|
New
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$9.4M
|
+$9.65M
|
+195,392
|
New
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.65M
|
+$3.75M
|
+75,899
|
New
|
|
|
7
|
First Ascent Asset Management
Denver,
Colorado
|
$3.19M
|
+$3.27M
|
+66,243
|
New
|
|
|
8
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.92M
|
+$3M
|
+60,779
|
New
|
|
|
9
|
|
$1.42M
|
+$1.46M
|
+29,604
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
+$1.35M
|
+27,430
|
New
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.15M
|
+$1.18M
|
+23,941
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$834K
|
+$857K
|
+17,342
|
New
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$822K
|
+$844K
|
+17,081
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$813K
|
+$834K
|
+16,894
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$809K
|
+$831K
|
+16,817
|
New
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$743K
|
+$763K
|
+15,446
|
New
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$717K
|
+$736K
|
+14,899
|
New
|
|
|
18
|
Amarillo National Bank
Amarillo,
Texas
|
$684K
|
+$702K
|
+14,207
|
New
|
|
|
19
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$647K
|
–
|
–
|
–
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$645K
|
+$662K
|
+13,407
|
New
|
|
|
21
|
|
$532K
|
+$547K
|
+11,066
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$530K
|
+$544K
|
+11,005
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$526K
|
+$540K
|
+10,936
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$371K
|
+$381K
|
+7,713
|
New
|
|
|
25
|
Argent Trust Co
Nashville,
Tennessee
|
$348K
|
+$357K
|
+7,229
|
New
|
|
